Insurance and Finance Advisor (m/f/d) in the context of retirement – General Agency Sion-Valais romand – Val d'Anniviers region

Swiss Life AG

Sion

Key information

Publication date:03 July 2025
Workload:100%
Place of work:Sion

Job summary

Join our dynamic team at a leading finance company focused on personalized advice.

Tasks

Manage a portfolio of private and business clients in succession.
Develop relationships with clients aged 45+ for retirement planning.
Create and sell tailored solutions in wealth management and insurance.

Skills

Must have insurance and finance sales experience with relevant certification.
Strong sales and advisory skills are essential for success.
Goal-oriented approach with resilience and strong interpersonal skills.

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Your area of responsibility

Taking over a portfolio of private and corporate clients in the context of estate settlement
Monitoring, maintaining, and developing existing client relationships in the 45+ segment, with a focus on retirement planning, as well as in the corporate client sector, particularly SMEs
Developing and selling tailored solutions in the areas of insurance, wealth accumulation, and wealth distribution, as well as in the corporate client sector
Acquiring new clients through systematic market prospecting
Representing our company in an attractive sales sector
Passing on business to our cooperation partners

Your strengths

Strong sales and advisory skills
Success in the specific branch examination (insurance intermediary AFA, insurance and pension advisor diploma IAF) or higher level of education
Proven long sales experience in the insurance and finance sector
High motivation, goal-oriented and performance-driven approach
Entrepreneurial spirit, resilience, sociable character

Company description

Thanks to personalized advice in insurance and finance, we support people in preparing for their financial future at all stages of their lives and enable them to build their financial independence to live according to their own choices