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Mid level
Insurance • Financial Services
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.
2 Days AgoSaved
In-Office
Basel, Basel-Stadt, CHE
Entry level
Entry level
Insurance • Financial Services
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.
Entry level
Insurance • Financial Services
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.
2 Days AgoSaved
In-Office
Lugano, Ticino, CHE
Senior level
Senior level
Insurance • Financial Services
Acquire property sale mandates, market and sell properties under mandate, conduct property valuations, represent Swiss Life Immopulse in real estate matters, and broker pension and mortgage business through cross-selling. The role offers independent work organization, entrepreneurial freedom, training, professional development, and income opportunities. Candidates should have several years of Swiss real estate brokerage experience and good German or French language skills.
Expert/Leader
Insurance • Financial Services
Übernimmt ein bestehendes Portfolio von Unternehmens- und Privatkunden in Uster, betreut und erweitert Kundenbeziehungen und berät insbesondere zu Pensionsplanung, Vorsorge, Vermögensaufbau und Vermögensstreuung. Akquiriert neue Kunden, entwickelt maßgeschneiderte Lösungen, repräsentiert das Unternehmen und vermittelt Geschäfte an Kooperationspartner. Erforderlich sind eine Versicherungs- oder Vorsorgefachprüfung sowie langjährige Verkaufs- und Beratungserfahrung in der Versicherungs- und Finanzbranche.
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Senior level
Insurance • Financial Services
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.
Entry level
Insurance • Financial Services
Manage and develop existing customer relationships, acquire new clients through systematic market outreach, conduct comprehensive retirement and financial consultations, and sell tailored solutions for retirement planning and wealth building. Represent the company locally and refer business to cooperation partners. The role offers independent work, training, and welcomes career changers.
2 Days AgoSaved
In-Office
2 Locations
Entry level
Entry level
Insurance • Financial Services
Acquire property sales mandates, market listed real estate, conduct property valuations, represent Swiss Life Immopulse, and cross-sell pension and mortgage products. The role offers independent scheduling, entrepreneurial freedom, client acquisition responsibilities, professional development, and support from an established sales team.
2 Days AgoSaved
In-Office
Bern, CHE
Junior
Junior
Insurance • Financial Services
Acquire property sales mandates, market listed real estate, conduct property valuations, represent Swiss Life Immopulse, and cross-sell pension and mortgage products. The role requires independently managing daily activities and sales targets while delivering customer-focused advice and collaborating with the agency team.
2 Days AgoSaved
In-Office
Winterthur, Zürich, CHE
Junior
Junior
Insurance • Financial Services
Acquire property sales mandates, market listed real estate, conduct property valuations, represent Swiss Life Immopulse, and broker pension and mortgage products through cross-selling. The role requires independent target-oriented work, strong sales and communication skills, customer focus, empathy, resilience, and teamwork within the Swiss Life sales force.
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