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Mid level
Insurance • Financial Services
Manage existing customer relationships, acquire new clients, conduct comprehensive 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 insurance and financial industry sales experience, relevant professional certification, strong consultative selling skills, entrepreneurial thinking, resilience, and a target-oriented approach.
Mid level
Insurance • Financial Services
Manage existing client relationships, acquire new customers through systematic market development, 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. The role requires insurance and finance sales experience, preferably including collective insurance, along with strong consultative selling, resilience, initiative, and an entrepreneurial mindset.
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 in the assigned sales territory, and refer business to cooperation partners.
27 Days AgoSaved
In-Office
Aarau, Aargau, CHE
Junior
Junior
Insurance • Financial Services
Acquire real estate sales mandates, market listed properties, conduct property valuations, represent Swiss Life Immopulse, and broker pension and mortgage products through cross-selling. The role requires independently managing daily activities and sales targets while providing customer-focused advice and collaborating with the agency team.
Entry level
Insurance • Financial Services
Manage existing client relationships, prospect systematically for new customers, provide comprehensive pension and financial advice, design and sell tailored wealth-building solutions, represent the company in sales activities, and refer business to cooperation partners. The role welcomes candidates transitioning from other professions and requires motivation, resilience, entrepreneurial spirit, sociability, and a strong sales and advisory orientation.
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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 the company in the assigned sales territory and refer business to cooperation partners. The role requires independent, target-oriented work, strong sales and consulting skills, entrepreneurial thinking, and relevant insurance or financial industry experience.
Entry level
Insurance • Financial Services
Build and maintain customer relationships, acquire new clients, conduct pension and financial consultations, develop and sell tailored retirement and wealth-building solutions, represent Swiss Life locally, and refer business to partner organizations. The role offers independent work, training, continuing education, and support within the sales team. Career changers are welcome.
27 Days AgoSaved
Remote
Schwyz, CHE
Entry level
Entry level
Insurance • Financial Services
Lead and develop an external sales team, recruit pension advisors, set sales targets, create development plans, and support systematic market development. Provide comprehensive pension and financial advice while managing and expanding a personal customer portfolio. The role requires leadership, insurance expertise, strong sales and communication skills, negotiation ability, customer focus, and an organized, goal-oriented approach.
27 Days AgoSaved
In-Office
Bern, CHE
Entry level
Entry level
Insurance • Financial Services
Betreuung bestehender Kundinnen und Kunden, Gewinnung neuer Kundschaft sowie Durchführung umfassender Vorsorge- und Finanzberatungen. Die Position entwickelt und verkauft individuelle Lösungen in den Bereichen Vorsorge und Vermögensaufbau, repräsentiert das Unternehmen im Verkaufsgebiet und vermittelt Geschäfte an Kooperationspartner. Der Arbeitsalltag kann selbstständig organisiert werden und wird durch ein erfahrenes Team sowie Aus- und Weiterbildungsangebote unterstützt.
27 Days AgoSaved
In-Office
Wil, St. Gallen, CHE
Mid level
Mid level
Insurance • Financial Services
Supports the general agent and field sales employees with administrative and organizational tasks, customer reception and calls, inbound appointment setting, quotations, customer documents, statistics, and data maintenance. Also assists with sales promotions, advertising materials, customer events, marketing activities, and the agency’s social media presence.
Top Skills: ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSocial MediaSwiss Life Applications
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