Insurance and Financial Advisor (m/f/d) – Career changers welcome – General Agency Sursee

Swiss Life AG

Sursee

Key information

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

Job summary

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

Tasks

Nurture and maintain existing customer relationships.
Acquire new clients through systematic market engagement.
Conduct comprehensive financial consultations tailored to clients.

Skills

Completed vocational training with strong sales acumen.
Entrepreneurial mindset and resilience are essential.
Target-oriented and customer-friendly approach needed.

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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 vocational training
Strong sales and consulting flair
High readiness for action, 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 life situations in preparing for their financial future and support them in shaping their lives in a financially self-determined manner.