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Advise existing and prospective clients on insurance, retirement planning, financial planning, and wealth-building solutions. Generate new business through systematic market prospecting, develop tailored solutions, represent the company in sales activities, and refer opportunities to cooperation partners. The role requires proven insurance and finance sales experience, relevant industry certification, strong consultative selling skills, resilience, entrepreneurial drive, and target-oriented performance.

Swiss Life is seeking a senior Wealth Planner and Relationship Manager. The posting provides limited role-specific details, but the position likely involves wealth planning and managing client relationships. Swiss Life offers flexible working options, professional development, paid leave, third-pillar premium contributions, and continued training.

Lead and motivate insurance and pension advisors toward sales success while serving as a role model. Organize work independently, achieve performance targets, communicate effectively, negotiate, and maintain strong customer orientation. The role requires enthusiasm, social skills, motivation, and an organized, results-focused approach within Swiss Life’s sales force.

Manage existing client relationships, systematically prospect for new clients, provide comprehensive retirement planning, insurance, and financial advice, and sell tailored wealth-building and pension solutions. Represent the company in the sales market and refer opportunities to cooperation partners. The role offers independent work organization, target-driven performance, and ongoing professional development.

Manage existing customer relationships, acquire new clients, conduct comprehensive pension and financial consultations, and sell tailored pension and wealth-building solutions. Represent the company in the assigned sales territory and refer business to cooperation partners. The role requires proven insurance and financial-sector sales experience, pension-planning experience, strong advisory and sales abilities, resilience, initiative, and an entrepreneurial mindset.

Advise existing and prospective customers on pension planning, financial planning, and wealth accumulation. Acquire new clients through systematic market development, develop and sell tailored financial solutions, represent the company in the assigned sales territory, and refer business to cooperation partners. The role offers independent work organization, training, continuing education, and support from an experienced team. Career changers are welcome.

Manage and assume an existing portfolio of corporate and private clients, focusing on pension planning for customers aged 45+ and SME clients. Advise on and sell tailored solutions for pension provision, wealth accumulation, and diversification. Acquire new customers through systematic market development, represent the company locally, and refer business to cooperation partners.

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 accumulation. Represent the company in the assigned sales territory and refer business to cooperation partners. The role offers independent scheduling, target ownership, training, and continuing education.

Manage existing customer relationships, acquire new clients through systematic market development, conduct comprehensive pension and financial consultations, and sell tailored retirement and wealth-building solutions. Represent the company within the assigned sales territory and refer business to cooperation partners. The role requires insurance and finance sales experience, preferably with collective insurance expertise, along with strong consulting, sales, entrepreneurial, and interpersonal skills.

Acquire property sales mandates, market and value listed real estate, represent Swiss Life Immopulse, and facilitate pension and mortgage products through cross-selling. The role requires independent target-driven work, strong communication and sales abilities, customer orientation, empathy, teamwork, entrepreneurial thinking, resilience, and excellent German. At least two years of verifiable real estate brokerage experience is required.