Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Visp-Oberwallis

Visp

Key information

Publication date:12 October 2025
Workload:100%
Place of work:Visp

Job summary

Join Swiss Life as a client advisor managing portfolios for individuals and businesses. Enjoy a supportive work environment with attractive benefits.

Tasks

Manage and expand client relationships in the 45+ segment, focusing on pensions.
Develop and sell customized solutions in wealth building and asset diversification.
Acquire new clients through systematic market engagement.

Skills

Proven sales experience in insurance and finance; industry certifications required.
Strong sales and consulting skills; entrepreneurial mindset.
High commitment; resilient and sociable.

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Your area of responsibility

As part of a succession arrangement, taking over a portfolio in the area of corporate and private customer support, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning
Development and sale of individual, tailor-made solutions in the areas of pension provision, asset accumulation and asset diversification, as well as in the corporate customer sector
Acquisition of new customers through systematic market development
Representation of our company in an attractive sales area
Mediation of business to our cooperation partners

Your strengths

Strong sales and consulting flair - Completed industry examination (insurance intermediary VBV, insurance and pension advisor IAF) or higher
Proven many years of sales experience in the insurance and financial industry
High commitment, goal- and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, performance-based remuneration
Monthly expense allowance
Between 25 and 27 vacation days
Recognition of service anniversaries every five years
Flexible working hours
Time-out models
Flexible working models 58+
Internal training and further education in the field
External training and further education
Electronic learning platform

About Swiss Life

With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives financially independently.