Swiss Life AG
Zürich
Pension and Financial Advisors (m/f/d) – with Experience – General Agency Zurich-Limmat
- 05 July 2026
- 100%
- Zürich
Job summary
Join Swiss Life in a dynamic role focused on financial guidance. Enjoy a supportive work environment with great benefits.
Tasks
- Manage existing customer relationships and acquire new clients.
- Conduct comprehensive financial consultations and assessments.
- Develop and sell tailored solutions for wealth building.
Skills
- Industry certification in insurance or higher, with sales experience.
- Strong sales and advisory abilities with a proactive approach.
- Entrepreneurial mindset, resilient, and sociable.
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About the job
Your Area of Responsibility
- Maintenance and care of existing customer relationships - acquisition of new customers through systematic market development
- Conducting comprehensive pension and financial consultations
- Development and sale of individual, tailor-made solutions in the areas of pension and asset accumulation
- Representation of our company in the sales area
- Referral of business to our cooperation partners
Your Strengths
- Completed industry examination (insurance intermediary VBV, certified insurance and pension advisor IAF) or higher - demonstrable sales experience in the insurance and financial sector
- Strong sales and consulting flair
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-related remuneration
- Monthly expense allowance
- Between 25 and 27 days of holiday
- Recognition of service anniversaries in five-year intervals
- 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.
