Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Zurich-Limmat

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

Job summary

Join Swiss Life, a leader in financial consulting and planning. This role offers dynamic opportunities with attractive benefits.

Tasks

Manage a portfolio for corporate and private clients aged 45+.
Develop and sell tailored solutions for retirement and asset management.
Acquire new clients through systematic market engagement.

Skills

Proven sales experience in insurance and finance; industry certification required.
Strong sales and consulting skills with a proactive approach.
Entrepreneurial mindset, resilient, and excellent interpersonal skills.

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About the job

Your area of responsibility

As part of a succession arrangement, taking over a portfolio in the area of corporate and private customer support, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate customer sector with a focus on SMEs
Development and sale of individual, tailor-made solutions in the areas of pension provision, asset accumulation and asset diversification, as well as in the corporate customer sector
Acquisition of new customers through systematic market cultivation
Representation of our company in an attractive sales area
Referral of business to our cooperation partners

Your strengths

Strong sales and consulting flair - Completed industry examination (insurance intermediary VBV, insurance and pension advisor IAF) or higher
Proven many years of sales experience in the insurance and financial industry
High commitment, goal- and performance-oriented way of working
Entrepreneurial thinking, resilient and sociable

Attractive, performance-based remuneration
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

Ardiana Selishta

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.