Pension and Financial Advisors – as part of a succession arrangement – General Agency Solothurn-Oberaargau (Area Olten / Niedergösgen / Lostorf)
- Employment type
- Full-time
- Location
- Solothurn
- Company
- Swiss Life AG, 4502 Solothurn
- First posted
Pension and Financial Advisors (w/m/d) – as part of a succession arrangement – General Agency Solothurn-Oberaargau (Area Olten / Niedergösgen / Lostorf)
Live your ambitions
Live versatility
Your area of responsibility
As part of a succession arrangement, takeover of a portfolio in the corporate and private client sector
Support, care, and expansion of existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate client sector with a focus on SMEs
Development and sale of individual, tailor-made solutions in the areas of pension, wealth accumulation and wealth diversification, as well as in the corporate client sector
Acquisition of new customers through systematic market development
Representation of our company in an attractive sales area
Referral of business to our cooperation partners
Live potentials
Your strengths
Pronounced sales and advisory flair
Completed industry examination (Insurance Broker VBV, Insurance and Pension Advisor IAF) or higher
Demonstrable many years of sales experience in the insurance and financial industry
High level of commitment, goal- and performance-oriented way of working
Entrepreneurial thinker, resilient and sociable
Your contact
HR Specialist
Technical questions will be gladly answered by:
About Swiss Life
With our individual pension and financial advice, we accompany people in all situations of life in preparing their financial future and support them in designing their lives in a financially self-determined way. jpid9a32645jm jit0834jm jiy26jm
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