Vorsorge- und Finanzberatende (w/m/d) – im Rahmen einer Nachfolgeregelung – Generalagentur Fricktal-Baselbiet

Posted One Month Ago
Be an Early Applicant
Hiring Remotely in Baselbiet, CHE
Remote
Senior level
Insurance • Financial Services
The Role
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.
Summary Generated by Built In

Shape the future. Yours and ours.

Would you like to help people to lead a self-determined life? And do you want to be given the creative scope to reconcile your professional and personal ambitions? Then we can offer you an exciting prospect: as part of the Swiss Life sales force, you can organise your working day independently. You will reach your targets as you see fit and with the support of a practised team.

Ihr Verantwortungsbereich

•Im Rahmen einer Nachfolgeregelung Übernahme eines Portefeuilles im Bereich Unternehmens- und Privatkunden
•Betreuung, Pflege und Ausbau bestehender Kundenbeziehungen im Segment 45+ mit Fokus auf Pensionsplanungen, sowie im Unternehmenskundenbereich mit Fokus auf KMU
•Erarbeitung und Verkauf von individuellen, massgeschneiderten Lösungen in den Bereichen Vorsorge, Vermögensaufbau und Vermögensstreuung, sowie im Unternehmenskundenbereich 
•Akquisition neuer Kundschaft durch systematische Marktbearbeitung
•Repräsentation unseres Unternehmens in einem attraktiven Verkaufsgebiet
•Vermittlung von Geschäften an unsere Kooperationspartner

Ihre Stärken

•Ausgeprägtes Verkaufs- und Beratungsflair
•Abgeschlossene Branchenprüfung (Versicherungsvermittler/-in VBV, Versicherungs- und Vorsorgeberater/-in IAF) oder höher
•Nachweisbare langjährige Verkaufserfahrung in der Versicherungs- und Finanzbranche•Hohe Einsatzbereitschaft, ziel- und leistungsorientierte Arbeitsweise
•Unternehmerisch denkend, belastbar und kontaktfreudig

Agencies near you
Your benefits

We help our employees to shape their professional and personal development to their best advantage and throughout all phases of their life. Our attractive benefits, such as Cicero-certified introductory training and first-class continuing education, contribute to this. You will also receive above-average social benefits, including pension fund membership and non-contributory accident and short-term disability benefit (UVG/LTG) insurance, plus generous premium contributions to 3rd pillar products.

Your contact

If you have any questions, please do not hesitate to contact Human Resources Sales Force or the General Agent at your chosen General Agency.

Only applications received via our application tool will be considered.

Skills Required

  • Completed industry examination, such as Insurance Intermediary VBV or Insurance and Pension Advisor IAF, or higher qualification
  • Demonstrable long-standing sales experience in the insurance and finance industry
  • Strong sales and consulting aptitude
  • High commitment with a target- and performance-oriented work style
  • Entrepreneurial mindset, resilience, and strong interpersonal skills
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Zürich
11,000 Employees
Year Founded: 1857

What We Do

Swiss Life is a leading European provider of life, pensions and financial solutions. Its mission is to enable people to lead a self-determined life. In Switzerland, it serves private customers and companies with comprehensive insurance and financial offerings, positioning the group as a major provider of long-term protection, retirement planning and related financial services across the Swiss and broader European markets.

Similar Jobs

Circle (circle.so) Logo Circle (circle.so)

Designer

Artificial Intelligence • Consumer Web • Digital Media • Information Technology • Social Impact • Software
Remote
27 Locations
250 Employees
100K-120K Annually

Circle (circle.so) Logo Circle (circle.so)

Lead Engineer, AI Platform

Artificial Intelligence • Consumer Web • Digital Media • Information Technology • Social Impact • Software
Remote
27 Locations
250 Employees

Circle (circle.so) Logo Circle (circle.so)

Lead Engineer, AI Platform

Artificial Intelligence • Consumer Web • Digital Media • Information Technology • Social Impact • Software
Remote
27 Locations
250 Employees

Circle (circle.so) Logo Circle (circle.so)

Designer

Artificial Intelligence • Consumer Web • Digital Media • Information Technology • Social Impact • Software
Remote
27 Locations
250 Employees
100K-120K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees
Vega Thumbnail
Artificial Intelligence • Automotive • Insurance • Transportation
US
65 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account