Jobs at Swiss Life

Manage existing customer relationships, acquire new clients, conduct comprehensive pension and financial consultations, develop and sell tailored pension and wealth-building solutions, represent the company locally, and refer business to partner organizations.

Lead and motivate a team of pension and insurance advisors toward sales success. Serve as a role model in sales, organize work independently, achieve targets, communicate effectively, negotiate, and maintain strong customer orientation. The role also involves supporting advisor development and contributing to the success of a Swiss Life general agency.

Leads a collective foundation mandate at Swiss Life, contributing to the organization’s future development while working in a flexible environment. The posting emphasizes professional responsibility, personal development, flexible work arrangements, benefits, and continuing education, but provides no specific duties or qualifications.

The posting provides no specific responsibilities or qualifications. The role appears to involve leading pension fund mandates in German- and Italian-speaking markets at Swiss Life, with flexible working arrangements, professional development, and employee benefits.

Swiss Life is seeking a senior Wealth Planner and Relationship Manager. The posting provides limited role-specific details, but the position likely involves wealth planning and managing client relationships. Swiss Life offers flexible working options, professional development, paid leave, third-pillar premium contributions, and continued training.

The posting provides no specific responsibilities or qualification details. The role appears to involve managing pension fund mandates at Swiss Life, with flexible working options, professional development, and employee benefits.

Leads and develops an external sales team, recruits pension advisors, sets sales goals, creates development plans, supports market development, provides insurance and financial advice, and manages and expands a personal client portfolio.

Manage and develop existing customer relationships, acquire new clients, conduct comprehensive pension and financial consultations, and sell tailored solutions for retirement planning and wealth building. Represent Swiss Life in the assigned sales territory and refer business to cooperation partners. The role requires proven insurance or finance sales experience, pension-planning experience, strong advisory and sales skills, and an entrepreneurial, performance-oriented approach.

Manage existing customer relationships, acquire new clients, conduct comprehensive insurance, pension, and financial consultations, and develop and sell tailored solutions for retirement planning and wealth accumulation. Represent Swiss Life within the assigned sales territory and refer business to cooperation partners. The role requires independent, target-oriented work, strong sales and advisory skills, entrepreneurial thinking, resilience, and relevant insurance or financial-sector experience.

Advise existing and prospective clients on pension planning, financial solutions, and wealth accumulation. Generate new business through systematic market prospecting, develop tailored solutions, represent the company in sales activities, and refer business to cooperation partners. The role offers independent work organization, performance-based objectives, structured training, and ongoing professional development.

Acquire property sale mandates, market and sell properties under mandate, conduct property valuations, represent Swiss Life Immopulse in real estate matters, and broker pension and mortgage business through cross-selling. The role offers independent work organization, entrepreneurial freedom, training, professional development, and income opportunities. Candidates should have several years of Swiss real estate brokerage experience and good German or French language skills.

Übernimmt ein bestehendes Portfolio von Unternehmens- und Privatkunden in Uster, betreut und erweitert Kundenbeziehungen und berät insbesondere zu Pensionsplanung, Vorsorge, Vermögensaufbau und Vermögensstreuung. Akquiriert neue Kunden, entwickelt maßgeschneiderte Lösungen, repräsentiert das Unternehmen und vermittelt Geschäfte an Kooperationspartner. Erforderlich sind eine Versicherungs- oder Vorsorgefachprüfung sowie langjährige Verkaufs- und Beratungserfahrung in der Versicherungs- und Finanzbranche.

Manage and expand an inherited portfolio of private and corporate customers, focusing on pension planning for clients aged 45+ and advisory services for SMEs. Develop and sell tailored solutions for pensions, wealth accumulation, diversification, and corporate needs. Acquire new customers through systematic market development, represent the company locally, and refer business to cooperation partners.

Manage and develop existing customer relationships, acquire new clients through systematic market outreach, conduct comprehensive retirement and financial consultations, and sell tailored solutions for retirement planning and wealth building. Represent the company locally and refer business to cooperation partners. The role offers independent work, training, and welcomes career changers.

Acquire property sales mandates, market listed real estate, conduct property valuations, represent Swiss Life Immopulse, and cross-sell pension and mortgage products. The role offers independent scheduling, entrepreneurial freedom, client acquisition responsibilities, professional development, and support from an established sales team.

Acquire property sales mandates, market listed real estate, conduct property valuations, represent Swiss Life Immopulse, and cross-sell pension and mortgage products. The role requires independently managing daily activities and sales targets while delivering customer-focused advice and collaborating with the agency team.

Acquire property sales mandates, market listed real estate, conduct property valuations, represent Swiss Life Immopulse, and broker pension and mortgage products through cross-selling. The role requires independent target-oriented work, strong sales and communication skills, customer focus, empathy, resilience, and teamwork within the Swiss Life sales force.

Manage existing client relationships, prospect systematically for new clients, provide comprehensive insurance and financial planning advice, and sell tailored solutions for pensions and wealth building. Represent the company in the sales market and refer business to cooperation partners. The role requires proven insurance and finance sales experience, relevant industry certification, strong advisory and sales skills, resilience, sociability, and a performance-oriented entrepreneurial mindset.

Manage and expand an inherited portfolio of private and corporate clients, especially customers aged 45+ and SMEs. Provide tailored advice and sell solutions covering pensions, wealth accumulation, diversification, and corporate needs. Acquire new customers through systematic market development, represent the company locally, and refer business to cooperation partners. The role requires insurance and financial-sector sales experience, recognized intermediary qualifications, strong advisory and sales abilities, resilience, initiative, and an entrepreneurial mindset.

Manage and develop existing customer relationships, acquire new clients through systematic market outreach, and provide comprehensive pension and financial advice. Develop and sell tailored solutions for retirement planning and wealth accumulation, represent the company in the assigned sales territory, and refer business to cooperation partners. The role offers independent work organization, training, and continuing education, and welcomes career changers with completed vocational training and strong sales and consulting skills.