Insurance and Financial Advisor (m/f/d) – as part of a succession plan - General Agency St. Gallen-Appenzellerland

St. Gallen

Key information

Publication date:08 May 2025
Workload:100%
Place of work:St. Gallen

Job summary

Join Swiss Life in a dynamic role focusing on client care. Enjoy a supportive work environment with attractive benefits.

Tasks

Manage a portfolio of corporate and private clients, focusing on 45+ demographics.
Develop and sell tailored solutions in pension planning and asset management.
Systematically acquire new clients through targeted market engagement.

Skills

Proven sales experience in insurance or finance; industry certification required.
Strong sales and consulting flair with entrepreneurial thinking.
Resilient, approachable, and results-driven work ethic.

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Your area of responsibility

As part of a succession plan, take over a portfolio in the area of corporate and private client support, maintain and expand existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate client area with a focus on SMEs
Development and sale of individual, tailored solutions in the areas of retirement planning, wealth accumulation, and asset diversification, as well as in the corporate client area
Acquisition of new clients 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 Broker VBV, Insurance and Retirement Consultant IAF) or higher
Proven long-term sales experience in the insurance and finance industry
High commitment, goal-oriented and performance-oriented working style
Entrepreneurial thinking, resilient, and sociable

Attractive, performance-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

About Swiss Life

With our individual retirement 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.