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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.