Pension and Financial Advisors (m/f/d) – with Experience – General Agency Bern-West

About the job

Live your ambitions

Embrace versatility

Your area of responsibility

• Care and maintenance of existing relationships with clients
• Acquisition of new clients 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 region
• Referral of business to our cooperation partners

Realise potential

Your strengths

• Completed industry examination (insurance intermediary VBV, certified insurance and pension advisor IAF) or higher
• Proven sales experience in the insurance and financial sector
• Strong sales and consulting flair
• High commitment, goal- and performance-oriented working style
• Entrepreneurial thinking, resilient and sociable

Your contact

Sara Röthlisberger

HR Service Manager

+41 43 284 40 85

For technical questions, please contact:

Romero Hess

+41 31 990 95 30

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 with financial independence.