Insurance and Financial Advisor (m/f/d) - Specialization in Mortgages/Financing Expert - General Agency St. Gallen

St. Gallen

Key information

Publication date:22 May 2025
Workload:100%
Place of work:St. Gallen

Job summary

Join Swiss Life, a leader in financial advisory services. This role offers growth, a supportive work culture, and attractive benefits.

Tasks

Manage and nurture existing client relationships while acquiring new ones.
Conduct comprehensive financial and retirement consultations with clients.
Develop and sell tailored solutions for wealth building and retirement.

Skills

Completed education in financing or mortgages; proven sales experience required.
Strong sales and advisory skills with a proactive approach.
Entrepreneurial mindset, resilient, and sociable with clients.

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Your area of responsibility

Maintaining and nurturing existing relationships with clients - acquiring new clients through systematic market development
Conducting comprehensive insurance and financial consultations
Developing and selling individual, tailored solutions in the areas of insurance and wealth building
Representing our company in the sales area
Facilitating transactions with our cooperation partners

Your strengths

Completed training/continuing education in the field of mortgages/financing is an advantage - Proven sales experience in the insurance and financial industry
Professional experience in the field of mortgages/financing
Strong sales and consulting flair
High level of commitment, goal-oriented and performance-oriented work style
Entrepreneurial thinking, resilient and sociable

Attractive, success-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 insurance 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.