Swiss Life AG
Zürich
Pension and Financial Advisers (m/f/d) – Specialisation in Investment Topics – General Agency Zurich-Limmat
- 06 May 2026
- 100%
- Zürich
Job summary
Join Swiss Life, a leader in individual financial advice. Enjoy a supportive work environment with great benefits.
Tasks
- Maintain and nurture existing customer relationships effectively.
- Acquire new clients through systematic market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed training in investment topics is a plus.
- Proven sales experience in insurance and finance sectors.
- Strong entrepreneurial mindset with excellent interpersonal skills.
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About the job
Your Area of Responsibility
- Maintaining and nurturing existing relationships with clients
- Acquiring new clients through systematic market development
- Conducting comprehensive pension and financial consultations
- Developing and selling individual, tailor-made solutions in the areas of pension and asset accumulation
- Representing our company in the sales region
- Referring business to our cooperation partners
Your Strengths
- Completed training/continuing education in investment topics is an advantage - Proven sales experience in the insurance and financial sector
- Professional experience in investment topics
- Strong sales and consulting flair
- 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 every five years
- Flexible working hours
- Time-out models
- Flexible working models 58+
- Internal training and continuing education in the field
- External training and continuing 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.
