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Advises existing and prospective customers on pension planning, financial planning, and wealth accumulation. Responsibilities include maintaining customer relationships, acquiring new clients through systematic market development, developing and selling tailored financial solutions, representing the company locally, and referring business to cooperation partners. The role offers independent work organization, structured training, and continuing education. Career changers are welcome.

Provide pension and financial advice to clients as part of Swiss Life’s sales force. Organize work independently, develop client relationships, pursue sales targets, and use available team support, training, and continuing education to deliver tailored financial solutions.

Manage and grow an inherited portfolio of corporate and private clients, focusing on pension planning for clients aged 45+ and advisory services for SMEs. Develop and sell tailored solutions in insurance, retirement planning, wealth accumulation, and diversification. Acquire new clients through systematic market development, represent the company locally, and refer business to cooperation partners.

Develop and maintain client relationships, prospect systematically for new customers, and provide comprehensive advice on financial planning, pensions, and wealth accumulation. Design and sell tailored solutions, represent the company in the sales market, and refer business to cooperation partners. The role offers independent work organization, performance-based goals, structured training, and ongoing professional development.

Manage existing client relationships, prospect systematically for new clients, provide comprehensive financial and pension advice, develop and sell tailored wealth-building solutions, represent the company in sales activities, and refer business to cooperation partners. The role offers independent work organization, target-based performance, training, and professional development opportunities.

Advise existing and prospective customers on pension planning, financial planning, and wealth-building solutions. Responsibilities include managing customer relationships, acquiring new clients through market development, creating tailored financial solutions, representing the company in the assigned territory, and referring business to cooperation partners. The role offers independent work, sales training, and continuing education, and welcomes career changers with completed vocational training and a strong sales and consulting orientation.

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 cooperation partners.

Leads and develops an external sales team, recruits pension advisors, sets sales targets, creates development plans, supports market development, delivers pension and financial consultations, and manages and expands a personal customer portfolio.

Manage and develop existing customer relationships, acquire new clients, provide comprehensive pension and financial advice, and sell tailored solutions for retirement planning and wealth building. Represent the company in the assigned market, refer business to partners, and independently organize daily sales activities while pursuing performance targets.

Advises clients on retirement planning, wealth building, and customized financial solutions. Responsibilities include managing existing customer relationships, acquiring new clients through market development, selling tailored insurance and financial products, representing the company locally, and referring business to partner organizations. The role requires independent, target-oriented work and strong sales and consulting abilities.