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

06 May 2026
100%
Zürich

Job summary

Join Swiss Life, a leader in financial advisory, focusing on personalized solutions. Enjoy a flexible work environment with great benefits.

Tasks

Manage a portfolio of corporate and private clients, focusing on retirement planning.
Develop and sell tailored solutions in savings and asset diversification.
Acquire new customers through systematic market engagement.

Skills

Proven sales experience in insurance and finance; certifications required.
Strong sales and consulting skills; entrepreneurial mindset.
Resilient, contact-oriented, and goal-driven work approach.

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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 client support, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate client sector with a focus on SMEs
Development and sale of individual, customised solutions in the areas of pension provision, asset accumulation and asset diversification, as well as in the corporate client sector
Acquisition of new customers through systematic market cultivation
Representation of our company in an attractive sales area
Mediation of business to our cooperation partners

Your strengths

Distinct 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 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 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.