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Entry level
Insurance • Financial Services
Advise clients on pension and financial planning products while building and managing customer relationships. Independently organize daily sales activities, pursue targets, and support clients in achieving greater financial self-determination. The role offers structured introductory training, ongoing professional development, and support from an experienced agency team.
Entry level
Insurance • Financial Services
Manage and develop existing customer relationships, acquire new clients through systematic market development, and conduct comprehensive pension and financial consultations. Create 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 offers independent work organization, training, and continuing education, and welcomes career changers.
Entry level
Insurance • Financial Services
Manages existing client relationships, systematically acquires new customers, provides comprehensive pension and financial advice, and develops and sells tailored wealth-building solutions. Represents the company in the sales market and refers business to cooperation partners. Requires recognized insurance or pension advisory qualifications, proven insurance and finance sales experience, strong consultative selling ability, resilience, sociability, and a performance-oriented entrepreneurial mindset.
Entry level
Insurance • Financial Services
Berät Kundinnen und Kunden umfassend zu Vorsorge, Finanzplanung und Vermögensaufbau. Pflegt bestehende Kundenbeziehungen, akquiriert neue Kundschaft, entwickelt maßgeschneiderte Lösungen und verkauft passende Finanz- und Vorsorgeprodukte. Repräsentiert das Unternehmen im Verkaufsgebiet und vermittelt Geschäfte an Kooperationspartner. Die Tätigkeit bietet hohe Selbstständigkeit, flexible Arbeitsgestaltung sowie umfassende Aus- und Weiterbildung; Quereinsteigende sind willkommen.
Entry level
Insurance • Financial Services
Manage existing client relationships, systematically acquire new customers, provide comprehensive retirement and financial advice, and sell tailored solutions for retirement planning, wealth accumulation, and health insurance. Represent the company in the sales market and refer business to cooperation partners. The role requires strong insurance and finance sales experience, health-retirement expertise, consultative selling ability, resilience, sociability, and a performance-driven entrepreneurial mindset.
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In-Office
Uster, Zürich, CHE
Entry level
Entry level
Insurance • Financial Services
Manage existing customer relationships, acquire new clients, conduct comprehensive insurance 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 partner organizations. The role requires insurance and financial-sector sales experience, recognized industry certification, strong consulting and sales skills, entrepreneurial thinking, resilience, and a performance-oriented approach.
Entry level
Insurance • Financial Services
Advise clients on pension and financial planning while helping them achieve greater financial independence. Organize the workday independently, pursue sales targets, and collaborate with an experienced agency team. The role includes certified introductory training, continuing education, and opportunities for professional and personal development.
Entry level
Insurance • Financial Services
Provides comprehensive retirement and financial advice, develops tailored pension and wealth-building solutions, manages existing customer relationships, acquires new clients, represents the company in the assigned sales territory, and refers business to cooperation partners. The role offers independent work, sales training, and continuing education, and welcomes career changers.
Senior level
Insurance • Financial Services
Advise private and corporate clients on pension planning, wealth accumulation, diversification, and financial solutions. Take over and expand an existing client portfolio, particularly among customers aged 45+ and SMEs. Build new business through systematic market development, represent the company in the assigned territory, sell tailored insurance and financial products, and refer business to cooperation partners.
Entry level
Insurance • Financial Services
Advises existing and prospective customers on pension planning, financial planning, and wealth accumulation. Responsibilities include maintaining customer relationships, acquiring new clients through systematic market development, developing and selling tailored financial solutions, representing the company locally, and referring business to cooperation partners. The role offers independent work organization, structured training, and continuing education. Career changers are welcome.
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