Pension and Financial Advisors (m/f/d) – with Experience – General Agency Zurich-Limmat

Swiss Life AG

Zürich

Key information

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

Job summary

Join Swiss Life and enhance financial futures with us. Enjoy a collaborative and flexible work environment!

Tasks

Nurture existing customer relationships and acquire new clients.
Conduct comprehensive financial and retirement consultations.
Develop and sell tailored solutions for wealth building.

Skills

Completed industry certification and proven sales experience required.
Strong sales and consulting flair essential.
Entrepreneurial mindset and resilience are key.

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Your Area of Responsibility

Support 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
Mediation of business to our cooperation partners

Your Strengths

Completed industry examination (insurance intermediary VBV, certified insurance and pension advisor IAF) or higher - proven sales experience in the insurance and financial industry
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 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.