Berater Vorsorge (w/m/d) – Quereinsteigende willkommen
Swiss Life
Lugano
1 gg fa

Shape the future. Yours and ours.

Would you like to help people to lead a self-determined life? And do you want to be given the creative scope to reconcile your professional and personal ambitions?

Then we can offer you an exciting prospect : as part of the Swiss Life sales force, you can organise your working day independently.

You will reach your targets as you see fit and with the support of a practised team.

Ihr Verantwortungsbereich

  • Betreuung und Pflege bestehender Beziehungen zu Kundinnen und Kunden
  • Akquisition neuer Kundschaft durch systematische Marktbearbeitung
  • Durchführung von umfassenden Vorsorge- und Finanzberatungen
  • Erarbeitung und Verkauf von individuellen, massgeschneiderten Lösungen in den Bereichen Vorsorge und Vermögensaufbau
  • Repräsentation unseres Unternehmens im Verkaufsgebiet
  • Vermittlung von Geschäften an unsere Kooperationspartner
  • Ihre Stärken

  • Abgeschlossene Berufsausbildung
  • Berufserfahrung, idealerweise im Vorsorge-, Finanz- / Dienstleistungsumfeld
  • Ausgeprägtes Verkaufs- und Beratungsflair
  • Hohe Einsatzbereitschaft, ziel- und leistungsorientierte Arbeitsweise
  • Unternehmerisch denkend, belastbar und kontaktfreudig
  • Your benefits

    We help our employees to shape their professional and personal development to their best advantage and throughout all phases of their life.

    Our , such as introductory training and first-class continuing education, contribute to this. You will also receive above-average social benefits, including pension fund membership and non-contributory accident and short-term disability benefit (UVG / LTG) insurance, plus generous premium contributions to 3rd pillar products.

    Your contact

    If you have any questions, please do not hesitate to contact or the General Agent at your chosen General Agency.

    Only applications received via our application tool will be considered.

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