Pension and Financial Advisors (m/f/d) – with Experience – General Agency Sursee - Malters Area

Swiss Life AG

Sursee

Key information

Publication date:17 September 2025
Workload:100%
Place of work:Sursee

Job summary

Join Swiss Life for a rewarding role in financial advice. Enjoy a flexible and supportive work environment.

Tasks

Manage and nurture existing customer relationships effectively.
Systematically acquire new clients through market outreach.
Provide comprehensive financial consultations and tailored solutions.

Skills

Completion of industry certification or higher required.
Proven sales experience in the insurance and finance sector.
Strong consulting and sales flair, with entrepreneurial thinking.

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Your Area of Responsibility

Care 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

Aurora Bajraktari

About Swiss Life

With our individual pension and financial advice, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives financially independently.