Pension and Financial Advisors (m/f/d) – with Experience – General Agency Lucerne-Stans

Kriens

Key information

Publication date:13 August 2025
Workload:100%
Place of work:Kriens

Job summary

Join Swiss Life as a financial advisor, supporting clients' futures. Enjoy a flexible work environment with attractive benefits.

Tasks

Maintain and nurture existing client relationships.
Acquire new clients through systematic market engagement.
Conduct comprehensive financial and retirement consultations.

Skills

Completed industry certification or higher in finance.
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

Support 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
Referral 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 stages of life in preparing for their financial future and support them in shaping their lives financially independently.