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

Posted One Month Ago
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Zürich, CHE
In-Office
Senior level
Insurance • Financial Services
The Role
Advise private and corporate clients on pension planning, wealth accumulation, diversification, and financial solutions. Take over and expand an existing client portfolio, particularly among customers aged 45+ and SMEs. Build new business through systematic market development, represent the company in the assigned territory, sell tailored insurance and financial products, 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 Aussendienst

- 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 as an insurance intermediary VBV or insurance and pension advisor IAF, or higher qualification
  • Demonstrable long-standing sales experience in the insurance and financial services industry
  • Strong sales and advisory skills
  • High commitment and target- and performance-oriented working style
  • Entrepreneurial mindset, resilience, and strong interpersonal skills
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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.

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