Swiss Life AG
Weinfelden
Pension and Financial Advisors (m/f/d) – Specialisation Mortgages/Finance Expert – General Agency Thurgau
- 19 March 2026
- 100%
- Weinfelden
Job summary
Join Swiss Life, a leader in financial consulting, to make a difference. Enjoy a supportive work culture with flexible hours and attractive benefits.
Tasks
- Manage and nurture relationships with existing customers.
- Acquire new clients through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed education in mortgages/financing is a plus.
- Proven sales experience in insurance and finance sectors.
- Strong sales and advisory skills with a goal-oriented mindset.
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About the job
Your Area of Responsibility
- Maintenance and care of existing customer relationships – 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 provision and asset accumulation
- Representation of our company in the sales region
- Referral of business to our cooperation partners
Your Strengths
- Completed training/continuing education in the field of mortgages/finance is an advantage – demonstrable sales experience in the insurance and finance sector
- Professional experience in the field of mortgages/finance
- Strong sales and consulting flair
- High commitment, goal- and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, performance-related remuneration
- Monthly expense allowance
- Between 25 and 27 days of holiday
- Recognition of service anniversaries in five-year intervals
- Flexible working hours
- Time-out models
- Flexible working models 58+
- Internal training and continuing education in the field
- External training and continuing education
- Electronic learning platform
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.
