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Provides financial planning and relationship management services to help clients achieve greater financial independence. The posting offers a flexible work environment, professional development, work-from-home options, paid leave, third-pillar premium contributions, and continuing education. Specific responsibilities and qualifications are not provided.

Advise clients on pension, insurance, and financial planning solutions as part of the Swiss Life sales force. Organize the workday independently, develop client relationships, pursue sales targets, and use team support and ongoing training to achieve professional goals. The role offers flexible working arrangements, structured onboarding, continuing education, and comprehensive employee benefits.

Advises clients on pensions, financial planning, and wealth building; develops tailored solutions and sells relevant products. Maintains existing customer relationships, acquires new clients through systematic market development, represents the company locally, and refers business to partner organizations. The role offers independent work organization, structured training, and welcomes career changers.

Provides comprehensive pension and financial consultations, develops customized retirement and wealth accumulation solutions, manages existing client relationships, acquires new customers through systematic prospecting, represents the company in the assigned sales area, and refers business to cooperation partners. The role offers independent work organization, sales training, and continuing education, and is open to candidates without prior industry experience.

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.

Take over and manage an existing portfolio of corporate and private clients, focusing on pension planning for customers aged 45+ and advisory services for SMEs. Develop and sell tailored solutions for retirement planning, asset accumulation, and diversification. Acquire new clients through systematic market development, represent the company locally, and refer business to cooperation partners.

Manage and expand an inherited portfolio of private and corporate clients, with emphasis on retirement planning for customers aged 45+ and SME businesses. Advise and sell tailored solutions covering pensions, wealth accumulation, and diversification. Acquire new customers through systematic market development, represent the company locally, and refer business to cooperation partners. The role offers independent work within the Swiss Life sales force and requires strong sales expertise in insurance and finance.