Pension and Insurance Advisor

About the job

A key player in Switzerland in the fields of pensions and insurance, the Philippe Baechler General Agency for Zurich Insurance is established in Geneva and Nyon. Thanks to the complementarity of its expertise in pensions, finance, insurance, and financial planning, it designs sustainable and high value-added solutions.

To contribute to its development, the agency wishes to sustainably strengthen its teams and is looking for a committed and motivated individual to join as a:

Pension and Insurance Advisor

In this role, you support a diverse clientele composed of private clients, companies, and international profiles. You analyse personal, professional, and sometimes complex asset situations to identify needs in terms of pensions, protection, insurance, and financial planning. You play a key role in the quality of support, providing a transversal vision and real added value to advice. You start with an attractive client portfolio, which you actively develop, while contributing to acquiring new clients and building lasting trust-based relationships. Autonomous in organising your activity, you operate in a structured, collaborative environment that respects regulatory frameworks. Whether you are an experienced professional or at the beginning of your career in insurance, you benefit from structured support and continuous training.

You bring:

• A commercial, financial, or insurance-related education, or a qualification deemed equivalent.
• The AFA certification, in accordance with current regulatory requirements.
• Initial experience in consulting, sales, insurance, or pensions, or a genuine motivation to retrain in this profession.
• A strong interest in financial protection, pensions, and supporting clients in their long-term projects.
• Good command of digital tools, as well as a rigorous and organised approach to administrative tasks.

Your talents:

• Listening skills and the ability to establish a trustful relationship.
• Ability to interact with a variety of interlocutors (executives and external partners).
• A global vision and aptitude to connect different dimensions of advice.
• Organisation, autonomy, and a sense of responsibility.
• Client orientation and interpersonal ease.
• Fluency in French is essential; any other language is an asset.
• The position requires a long-term presence in Geneva or its region, demonstrating strong local roots and an established Geneva network, as well as possession of a driving licence.

Why join them?

You join an organisation recognised for the diversity of its clientele and the complementarity of its expertise, offering a stable and flexible working environment conducive to your professional development. You work within a close-knit and motivated team, where mutual support and good humour are part of everyday life. Cutting-edge digital tools, structured support, and continuous training enable you to develop your skills and progress in a high value-added advisory activity.

If this position matches your profile, we look forward to receiving your application, accompanied by a cover letter.

The strictest confidentiality is guaranteed.