Vorsorge- und Finanzberatende (w/m/d) – Quereinsteigende willkommen – Generalagentur Bern-West

Stellenbeschreibung

Join Swiss Life, a leader in financial advisory services. Enjoy a supportive and flexible work environment with great benefits. Tasks Manage and nurture existing client relationships effectively. Acquire new clients through systematic market engagement. Conduct comprehensive financial and retirement consultations. Skills Completed vocational training with strong sales experience. Exceptional sales and advisory skills are essential. Entrepreneurial mindset, resilient, and sociable personality. 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 Referral of business to our cooperation partners Your strengths Completed vocational training Strong sales and consulting flair High commitment, goal- and performance-oriented working style 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 Sara Röthlisberger About Swiss Life With our individual pension and financial advice, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives financially independently.