Sales Support – Occupational Pension (BVG / 2nd Pillar), 80–100 % (m/f/d)

Zürich

Key information

Publication date:05 August 2025
Workload:80 – 100%
Place of work:Zürich

Job summary

Join Swiss Life's team supporting key account consultants in pension solutions. Enjoy a collaborative work environment with great benefits.

Tasks

Assist consultants in creating second pillar pension solutions.
Prepare offers for new businesses and contract changes.
Coordinate inquiries with internal departments and conduct system tests.

Skills

Completed training in insurance or experience in pension business required.
Strong service orientation and communication skills essential.
Reliable team player with good knowledge of BVG and German.

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Your area of responsibility

You support advisors in the "Key Accounts & Broker Consulting" team in creating pension solutions for the 2nd pillar (BVG, pension fund)
You prepare offers for new business as well as contract changes and, if necessary, handle the associated correspondence with brokers
You coordinate the offer requests with internal departments such as actuarial, product management, underwriting, etc., and conduct tests in the corresponding offer system
You ensure compliance with internal guidelines and valid processes and contribute to the continuous improvement of existing workflows
You provide support as needed in telephone and written contact with brokers and clients
You additionally support the team with reporting, testing, hospitality/event invitations, and organization

Your strengths

You have completed a commercial apprenticeship in the insurance industry or have experience in the BVG business (e.g., customer service, service center, consulting)
Your pronounced service orientation and communication skills set you apart
You are eager to learn and open to new challenges
Your work style is characterized by a high sense of duty, reliability, and precision
You are a team player and want to make a valuable contribution to achieving goals in a significant team and are ambitious
Additionally, you bring good BVG knowledge as well as good German language skills (spoken and written), and other languages are an advantage

Market-oriented base salary
Bonus depending on company success and personal performance
Between 25 and 30 vacation days
Recognition of service anniversaries every five years
Flexible working hours
Mobile office
Time-out models
Flexible working models 58+
Internal training offerings
Support for external training and further education

About Swiss Life

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