Pension and Financial Advisors (m/f/d) – Career Changers Welcome – General Agency Bern-West

Publication date:29 November 2025
Workload:100%
Place of work:Bern

Job summary

Join Swiss Life, a leader in financial advice and planning. Enjoy a supportive work environment with great benefits.

Tasks

Maintain and nurture existing client relationships effectively.
Acquire new clients through systematic marketing efforts.
Conduct comprehensive financial and advisory consultations.

Skills

Completed vocational training and sales experience required.
Strong sales and consulting flair essential for success.
Entrepreneurial mindset with resilience and sociability needed.

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About the job

Your Area of Responsibility

Care and maintenance of existing relationships with customers
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 vocational training
Strong sales and consulting flair
High commitment, goal- and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

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

Your Contact

Sara Röthlisberger

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.