Insurance and Financial Advisor (m/f/d) – Specialization in Mortgages/Financing Expert – General Agency Schwyz-Urnerland

Swiss Life AG

Schwyz

Key information

Publication date:08 May 2025
Workload:100%
Place of work:Schwyz

Job summary

Join Swiss Life, a leader in personalized financial consulting. Enjoy a flexible work environment with great benefits.

Tasks

Manage and nurture existing client relationships effectively.
Acquire new clients through systematic market approaches.
Conduct tailored financial and retirement consultations.

Skills

Completed education in mortgages/financing is a plus.
Proven sales experience in insurance and finance sectors.
Strong consulting skills with a proactive and resilient mindset.

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Your area of responsibility

Care and maintenance of existing relationships with clients

Acquisition of new clients through systematic market development
Conducting comprehensive insurance and financial consultations
Development and sale of individual, tailored solutions in the areas of insurance and wealth building
Representation of our company in the sales area
Referral of business to our cooperation partners

Your strengths

Completed training/continuing education in the field of mortgages/financing is an advantage

Proven sales experience in the insurance and finance industry
Professional experience in the field of mortgages/financing
Strong sales and consulting flair
High commitment, goal-oriented and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, success-dependent compensation
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

Your contact

Aurora Bajraktari

About Swiss Life

With our individual insurance and financial consulting, we accompany people in all walks of life in preparing for their financial future and support them in shaping their lives in a financially self-determined manner.