Pension and Financial Advisors (m/f/d) – with Experience – General Agency Basel

24 January 2026
100%
Basel

Job summary

Join Swiss Life, a leader in personalized financial consulting. Enjoy a supportive work environment with great benefits.

Tasks

Maintain and nurture existing customer relationships effectively.
Systematically acquire new clients through market engagement.
Conduct comprehensive financial and retirement consultations.

Skills

Completed industry certification or higher; proven sales experience.
Strong sales and advisory skills with high motivation levels.
Entrepreneurial mindset; resilient and sociable nature.

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About the job

Your Area of Responsibility

Care 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
Mediation 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

Sara Röthlisberger

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.