Pension and Financial Advisor (m/f/d) – with experience – General Agency Bern-West

Live your ambitions

Live versatility

Your area of responsibility

• Support and maintenance of existing relationships with customers
• Acquisition of new customers through systematic market development
• Implementation of comprehensive pension and financial consultations
• Development and sale of individual, tailor-made solutions in the areas of pension and wealth accumulation
• Representation of our company in the sales area
• Referral of business to our cooperation partners

Live potentials

Your strengths

• Completed industry examination (Insurance intermediary VBV, Cert. Insurance and Pension Advisor IAF) or higher
• Verifiable sales experience in the insurance and finance industry
• Strong sales and advisory flair
• High level of commitment, goal- and performance-oriented way of working
• Entrepreneurial thinking, resilient and outgoing

Your contact

Sara Röthlisberger

HR Service Manager

Romero Hess will be happy to answer technical questions:

About Swiss Life

With our individual pension and financial advice, we accompany people in all situations of life in preparing their financial future and support them in shaping their lives with financial self-determination.

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