Conseiller/conseillère en prévoyance et en finance (f/h/d) – Personnes venant d’un autre métier bienvenues – Agence générale Lausanne

Swiss Life AG

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Lausanne GS Yverdon-les-Bains Until 8/23/2026 First posted March 26, 2025 Last posted March 26, 2025
Job description

Shape the future. Yours and ours.

Would you like to help people to lead a self-determined life? And do you want to be given the creative scope to reconcile your professional and personal ambitions? Then we can offer you an exciting prospect: as part of the Swiss Life sales force, you can organise your working day independently. You will reach your targets as you see fit and with the support of a practised team.

Votre domaine de responsabilité

·Suivi et entretien des relations avec la clientèle en place
·Acquisition d’une nouvelle clientèle via une prospection systématique du marché
·Réalisation de conseils complets en prévoyance et en finance
·Mise au point et vente de solutions sur mesure dans les domaines de la prévoyance et de la constitution de fortune
·Représentation de notre entreprise dans le secteur de vente
·Transmission d’affaires à nos partenaires de coopération

Vos forces

·Formation professionnelle achevée
·Sens marqué de la vente et du conseil
·Grande motivation, approche axée sur les objectifs et la performance
·Esprit d’entreprise, résilience, caractère sociable

Agencies near you

Your benefits

We help our employees to shape their professional and personal development to their best advantage and throughout all phases of their life. Our attractive benefits, such as Cicero-certified introductory training and first-class continuing education, contribute to this. You will also receive above-average social benefits, including pension fund membership and non-contributory accident and short-term disability benefit (UVG/LTG) insurance, plus generous premium contributions to 3rd pillar products.


Your contact

If you have any questions, please do not hesitate to contact Human Resources Sales Force or the General Agent at your chosen General Agency.

Only applications received via our application tool will be considered.

About this role

Summary

Advise clients on financial planning, insurance, and wealth solutions; develop client relationships.

Job title

Conseiller/conseillère en prévoyance et en finance

Experience level

professional

Industry

finance

Location requirements

On-site in Lausanne, remote work not specified.

Salary

Not specified

Management role

No

Skills & keywords

Required skills

salesadvisingclient relationshipprospecting

Preferred skills

None specified

Specializations

financial advisinginsuranceclient relationsprospecting
Locations

Structured locations inferred from the posting.

Lausanne, Switzerland

On-site City

Yverdon-les-Bains, Switzerland

On-site City

Unknown location

On-site