Provision and Financial Adviser – as part of a succession arrangement – General Agency Solothurn-Oberaargau (Olten / Niedergösgen / Lostorf area)
- Employment type
- Full-time
- Location
- Solothurn
- First posted
Provision and Financial Adviser (w/m/d) – as part of a succession arrangement – General Agency Solothurn-Oberaargau (Olten / Niedergösgen / Lostorf area)
Live your ambitions
Live diversity
Your area of responsibility
As part of a succession arrangement, take over a portfolio in the area of corporate and private customers
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 provision, asset accumulation and asset diversification, as well as in the corporate customer sector
Acquisition of new customers through systematic market development
Representation of our company in an attractive sales area
Brokering of transactions with our cooperation partners
Live potentials
Your strengths
Distinct sales and consulting flair
Completed industry examination (insurance broker VBV, insurance and pension consultant IAF) or higher
Proven long-term sales experience in the insurance and finance industry
High level of commitment, goal- and performance-oriented way of working
Entrepreneurially minded, resilient and communicative
Your contact
HR Specialist
Answers to technical questions will be provided by:
About Swiss Life
With our individual provision and financial consulting, we accompany people in all stages of life in preparing their financial future and support them in shaping their lives financially independently. jpid18b93a2jm jit0623jm jiy26jm
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Posted 6 weeks ago