Pension and Financial Advisors – as part of a succession arrangement – General Agency Solothurn-Oberaargau (area Olten / Niedergösgen / Lostorf)

Pension and Financial Advisors (w/m/d) – as part of a succession arrangement – General Agency Solothurn-Oberaargau (area Olten / Niedergösgen / Lostorf)
Live your ambitions
Live versatility
Your area of responsibility
Takeover of a portfolio in the corporate and private client area as part of a succession arrangement
Support, care, and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate client area with a focus on SMEs
Development and sale of individual, tailor-made solutions in the areas of pension planning, wealth accumulation and wealth diversification, as well as in the corporate client area
Acquisition of new customers through systematic market development
Representation of our company in an attractive sales area
Referral of business to our cooperation partners
Live potentials
Your strengths
Pronounced sales and advisory flair
Completed industry examination (Insurance Broker VBV, Insurance and Pension Advisor IAF) or higher
Demonstrable many years of sales experience in the insurance and financial industry
High level of commitment, goal- and performance-oriented way of working
Entrepreneurial thinker, resilient and outgoing
Your contact

HR Specialist

Technical questions will be gladly answered by:

About Swiss Life
With our individual pension and financial advice, we accompany people in all situations of life in the preparation of their financial future and support them in shaping their lives with financial self-determination. jpid9a32645jm jit0834jm jiy26jm