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

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Join Swiss Life, a leader in financial and retirement consulting. Enjoy a dynamic work environment with great benefits. Tasks Manage and nurture existing customer relationships effectively. Acquire new clients through systematic market development strategies. Provide comprehensive financial and retirement consultations. Skills Completed industry certification as a financial advisor or higher. Proven sales experience in insurance and finance sectors. Strong consulting and sales skills with entrepreneurial mindset. 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 life situations in preparing for their financial future and support them in shaping their lives financially independently.