Vorsorge- und Finanzberatende (w/m/d) – im Rahmen einer Nachfolgeregelung – Generalagentur Schwyz-Urnerland - Region Innerschwyz

Stellenbeschreibung

Join Swiss Life to manage a diverse portfolio in financial services. Enjoy a supportive work environment with great benefits. Tasks Manage a portfolio of corporate and private clients effectively. Develop and sell tailored solutions for retirement and wealth management. Acquire new customers through systematic market engagement. Skills Completed industry certification and proven sales experience required. Strong sales and advisory skills are essential. Entrepreneurial mindset with excellent interpersonal skills needed. Your area of responsibility As part of a succession arrangement, takeover of a portfolio in the corporate and private customer sector​ Care, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate customer sector with a focus on SMEs​ Development and sale of individual, tailor-made solutions in the areas of pension provision, asset accumulation and asset diversification, as well as in the corporate customer sector ​ Acquisition of new customers through systematic market cultivation​ Representation of our company in an attractive sales area​ Brokerage of business to our cooperation partners​ Your strengths Strong sales and consulting flair​ Completed industry examination (insurance intermediary VBV, insurance and pension advisor IAF) or higher​ Proven many years of sales experience in the insurance and financial industry​ High commitment, goal- and performance-oriented way of working​ Entrepreneurial thinking, resilient and sociable Attractive, performance-based remuneration Monthly expense allowance Between 25 and 27 vacation days Recognition of service anniversaries every five years Flexible working hours Time-out models Flexible working models 58+ Internal training and further education in the field External training and further education Electronic learning platform Your contact Aurora Bajraktari About Swiss Life With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives financially independently.