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Build and maintain client relationships, acquire new customers, conduct comprehensive retirement and financial consultations, develop and sell tailored pension and wealth-building solutions, represent the company locally, and refer business to partner organizations.

Manage existing customer relationships, acquire new clients through systematic market development, conduct comprehensive pension and financial consultations, and develop and sell tailored solutions for retirement planning and wealth accumulation. The role also involves referring business to cooperation partners and independently organizing sales activities. Candidates need insurance and finance sales experience, relevant industry certification, strong advisory and sales skills, German and English fluency, and an entrepreneurial, performance-oriented mindset.

Advises clients on pension planning and wealth accumulation, maintains existing customer relationships, acquires new clients through systematic market development, develops and sells tailored financial solutions, represents the company in the assigned sales territory, and refers business to cooperation partners. The role offers independent work organization, sales training, and continuing education. Career changers are welcome.

The job description provides no specific responsibilities or qualifications. The Sales Support role is part-time at 40% within Swiss Life’s Generalagentur Zürich-Limmat and offers flexible work options, professional development, leave, pension contributions, and continued training.

Akquisition von Immobilienverkaufsmandaten, Vermarktung und Bewertung von Immobilien sowie Repräsentation von Swiss Life Immopulse. Die Rolle umfasst außerdem die Vermittlung von Vorsorgeprodukten und Hypotheken im Cross-Selling. Gesucht wird eine erfahrene, kommunikationsstarke und kundenorientierte Person mit mindestens zwei Jahren nachweisbarer Immobilienmakler-Erfahrung, sehr guten Deutschkenntnissen und selbstständiger, unternehmerischer Arbeitsweise.

Advise clients on retirement planning, financial protection, and wealth accumulation. 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.

Acquires property sales mandates, markets listed real estate, conducts property valuations, represents Swiss Life Immopulse, and cross-sells pension products and mortgages. The role requires proven real estate brokerage experience, strong German communication skills, sales ability, customer orientation, empathy, teamwork, entrepreneurial thinking, resilience, and independent, target-focused work.

Advise existing and prospective clients on insurance, pension planning, and wealth-building solutions. Responsibilities include maintaining client relationships, systematically acquiring new customers, providing comprehensive financial and retirement advice, selling tailored solutions, representing the company in the market, and referring business to cooperation partners. The role requires proven insurance or finance sales experience, relevant industry certification, strong consultative selling skills, resilience, motivation, and an entrepreneurial mindset.

Leads and develops a field sales team, recruits pension advisors, sets sales goals, creates development plans, supports systematic market development, and delivers comprehensive pension and financial consultations. The role also manages and expands a personal customer portfolio while supporting the general agent and serving as a sales role model.

Manages existing customer relationships, acquires new clients through systematic market development, conducts comprehensive pension and financial consultations, and sells tailored solutions for retirement planning and wealth building. The role specializes in mortgages and financing, represents the company locally, and refers business to cooperation partners while working independently toward sales targets.