Pension and Financial Advisors – as part of a succession arrangement – General Agency Visp-Oberwallis
- Employment type
- Full-time
- Location
- Eyholz
- Company
- Swiss Life AG, Bahnhofplatz 1b, 3930 Eyholz
- First posted
Pension and Financial Advisors (m/f/d) – as part of a succession arrangement – General Agency Visp-Oberwallis
Live your ambitions
Live versatility
Your area of responsibility
As part of a succession arrangement, takeover of a portfolio in the area of corporate and private customer support, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning
Development and sale of individual, tailor-made solutions in the areas of pension, wealth accumulation and wealth diversification, as well as in the corporate customer area
Acquisition of new customers through systematic market development
Representation of our company in an attractive sales area
Mediation 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
Proven 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 sociable
Your contact
HR Field Service
Technical questions will be gladly answered by:
General Agent, Hallenbarter
About Swiss Life
With our individual pension and financial advice, we accompany people in all situations in the preparation of their financial future and support them in shaping their lives with financial self-determination. jpid85bec4ejm jit0834jm jiy26jm
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