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Entry level
Insurance • Financial Services
Manage and develop existing customer relationships, acquire new clients through systematic market outreach, conduct comprehensive pension and financial consultations, and sell tailored solutions for retirement planning and wealth building. Represent the company in the assigned sales territory and refer business to cooperation partners. The role requires insurance and finance sales experience, industry certification, strong advisory and sales skills, resilience, initiative, and an entrepreneurial mindset.
Entry level
Insurance • Financial Services
Maintain existing client relationships, prospect systematically for new customers, and provide comprehensive advice on insurance, pensions, financial planning, and wealth accumulation. Develop and sell tailored financial and pension solutions, represent the company in the sales market, and refer business to cooperation partners. The role requires strong sales performance, entrepreneurial initiative, resilience, goal orientation, and recognized insurance or financial advisory qualifications.
Entry level
Insurance • Financial Services
Advise existing and prospective customers on personal financial planning, pension solutions, and wealth accumulation. The role involves customer relationship management, systematic acquisition of new clients, tailored solution development and sales, company representation within the assigned region, and referrals to cooperation partners. Advisors organize their schedules independently and work toward performance targets with team support and training.
Entry level
Insurance • Financial Services
Advises customers on pensions, financial planning, wealth building, mortgages, and financing solutions. Responsibilities include managing existing customer relationships, acquiring new clients through systematic market development, conducting comprehensive financial consultations, selling tailored solutions, representing the company locally, and referring business to partner organizations. Requires proven sales experience in insurance and finance, mortgage or financing experience, strong consulting and sales abilities, and an entrepreneurial, performance-oriented approach.
Entry level
Insurance • Financial Services
Advise existing and prospective clients on pensions, insurance, finance, and wealth-building solutions. Responsibilities include maintaining client relationships, systematically acquiring new business, developing tailored solutions, representing the company in sales activities, and referring business to cooperation partners. The role offers independent work organization, target-based sales, and professional development opportunities.
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3 Days AgoSaved
In-Office
Aarau, Aargau, CHE
Entry level
Entry level
Insurance • Financial Services
Advise existing and prospective customers on pension planning, financial planning, wealth building, and tailored insurance solutions. Responsibilities include client relationship management, systematic customer acquisition, representing the company locally, selling customized solutions, and referring business to cooperation partners. The role requires an industry certification, proven insurance or finance sales experience, strong advisory skills, and a goal-oriented entrepreneurial approach.
Entry level
Insurance • Financial Services
Advise customers on pensions, wealth building, mortgages, and financing solutions. Maintain existing client relationships, acquire new customers through structured market development, develop tailored financial solutions, represent the company locally, and refer business to cooperation partners. The role requires sales experience in insurance and finance, mortgage or financing experience, strong advisory and sales skills, entrepreneurial thinking, resilience, and a performance-oriented approach.
3 Days AgoSaved
Remote
Graubünden, CHE
Junior
Junior
Insurance • Financial Services
Acquire property sales mandates, market assigned real estate, conduct property valuations, represent Swiss Life Immopulse, and facilitate pension and mortgage products through cross-selling. The role requires independent target-driven work, strong communication and sales skills, customer orientation, empathy, teamwork, resilience, and entrepreneurial thinking. At least two years of proven real estate brokerage experience and excellent German are required; additional Swiss national languages are advantageous.
Entry level
Insurance • Financial Services
Manage existing customer relationships, acquire new clients, conduct comprehensive pension and financial consultations, develop and sell tailored retirement and wealth-building solutions, represent the company locally, and refer business to cooperation partners. The role welcomes career changers and offers independent work, structured training, and continuing education.
Entry level
Insurance • Financial Services
Manage existing customer relationships, acquire new clients through systematic market development, conduct comprehensive pension and financial consultations, develop and sell tailored solutions for retirement planning and wealth accumulation, represent the company in the assigned sales territory, and refer business to cooperation partners.
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