Teams at Swiss Life

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.