Pension and Financial Advisors (m/f/d) – German-speaking Switzerland

Zürich

Key information

Publication date:08 May 2025
Workload:100%
Place of work:Zürich

Job summary

Join Swiss Life in providing tailored financial and retirement advice. Enjoy a dynamic work environment with great benefits.

Tasks

Manage and nurture existing customer relationships effectively.
Acquire new clientele through systematic market engagement.
Conduct comprehensive financial and retirement consultations.

Skills

Completed vocational training is required for this role.
Strong sales and consulting flair is essential for success.
Must be entrepreneurial, resilient, and sociable in approach.

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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 vocational training
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

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.