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

15 December 2025
100%
Baden

Job summary

Join Swiss Life, a leader in financial advisory services. This role offers a dynamic work environment and attractive benefits.

Tasks

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

Skills

Completed industry certification (VBV or IAF) required.
Proven sales experience in the insurance and finance sector.
Strong advisory skills with a target-oriented mindset.

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About the job

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

Ardiana Selishta

About Swiss Life

With our individual pension and financial advice, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives financially independently.