Vorsorge- und Finanzberatende (w/m/d) – mit Erfahrung – Generalagentur Basel

Stellenbeschreibung

Join Swiss Life, a leader in personalized financial consulting. Enjoy a supportive work environment with great benefits. Tasks Maintain and nurture existing customer relationships effectively. Systematically acquire new clients through market engagement. Conduct comprehensive financial and retirement consultations. Skills Completed industry certification or higher; proven sales experience. Strong sales and advisory skills with high motivation levels. Entrepreneurial mindset; resilient and sociable nature. Your Area of Responsibility Care and maintenance of existing relationships with customers Acquisition of new customers through systematic market development Conducting comprehensive pension and financial consultations Development and sale of individual, tailor-made solutions in the areas of pension and asset accumulation Representation of our company in the sales area Mediation of business to our cooperation partners Your Strengths Completed industry examination (insurance intermediary VBV, certified insurance and pension advisor IAF) or higher Proven sales experience in the insurance and financial industry Strong sales and consulting flair High commitment, goal- and performance-oriented working style Entrepreneurial thinking, resilient and sociable Attractive, performance-based compensation 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 Sara Röthlisberger 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.