Insurance and Financial Advisor (m/f/d) – Career changers welcome – General Agency Bern-West

Bern

Key information

Publication date:06 May 2025
Workload:100%
Place of work:Bern

Job summary

Join Swiss Life, a leader in financial advisory, to shape futures. Experience a dynamic work environment with ample growth opportunities.

Tasks

Nurture and maintain existing client relationships effectively.
Systematically acquire new clients through targeted market engagement.
Conduct comprehensive financial consultations and develop tailored solutions.

Skills

Completed vocational training is essential for this role.
Strong sales and consulting skills are crucial for success.
Proactive, goal-oriented, and resilient with excellent interpersonal skills.

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Your area of responsibility

·Maintaining and nurturing existing relationships with clients·Acquisition of 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·Mediating business to our cooperation partners

Your strengths

·Completed vocational training·Strong sales and consulting flair·High 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

Your contact

Sara Röthlisberger

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.