Vorsorge- und Finanzberatende (w/m/d) – mit Erfahrung – Generalagentur Zug

Posted 24 Days Ago
Be an Early Applicant
2 Locations
In-Office
Entry level
Insurance • Financial Services
The Role
Manage existing customer relationships, acquire new clients, conduct comprehensive pension and financial consultations, develop and sell tailored retirement and wealth-building solutions, represent Swiss Life locally, and refer business to cooperation partners. The role requires insurance and finance sales experience, a recognized industry qualification, strong advisory and sales skills, high performance orientation, resilience, and entrepreneurial thinking.
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

  • Betreuung und Pflege bestehender Beziehungen zu Kundinnen und Kunden

  • Akquisition neuer Kundschaft durch systematische Marktbearbeitung

  • Durchführung von umfassenden Vorsorge- und Finanzberatungen

  • Erarbeitung und Verkauf von individuellen, massgeschneiderten Lösungen in den Bereichen Vorsorge und Vermögensaufbau

  • Repräsentation unseres Unternehmens im Verkaufsgebiet

  • Vermittlung von Geschäften an unsere Kooperationspartner

Ihre Stärken

  • Abgeschlossene Branchenprüfung (Versicherungsvermittler/-in VBV, Zert. Versicherungs- und Vorsorgeberater/-in IAF) oder höher

  • Nachweisbare Verkaufserfahrung in der Versicherungs- und Finanzbranche

  • Ausgeprägtes Verkaufs- und Beratungsflair

  • 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 insurance industry qualification, such as Insurance Intermediary VBV or Certified Insurance and Pension Advisor IAF, or higher
  • Demonstrable sales experience in the insurance and financial services industry
  • Strong sales and advisory aptitude
  • High commitment and target- and performance-oriented working style
  • Entrepreneurial mindset, resilience, and interpersonal skills
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The Company
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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