Consulente previdenziale e finanziaria/o (f/m/d) – anche senza esperienza nel settore – agenzia generale Svizzera italiana

Swiss Life AG

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Lugano 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.

Il vostro campo di responsabilità

·Assistenza e cura delle relazioni esistenti con le clienti e i clienti
·Acquisizione di nuova clientela mediante ricerca commerciale sistematica
·Consulenze previdenziali e finanziarie globali
·Elaborazione e vendita di soluzioni individuali su misura nell’ambito della previdenza e dell’accumulo di patrimonio
·Rappresentanza della nostra azienda nell’area di vendita
·Intermediazione di affari ai nostri partner di cooperazione

I vostri punti di forza

·Formazione professionale conclusa
·Spiccata predisposizione alla vendita e alla consulenza
·Elevata disponibilità all’impegno nonché stile di lavoro orientato al raggiungimento degli obiettivi e alla performance
·Spirito imprenditoriale, buona resistenza allo stress e personalità socievole

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

Assist clients with financial and pension consulting, acquire new clients.

Job title

Consulente previdenziale e finanziaria/o (f/m/d)

Experience level

entry level

Industry

finance

Location requirements

Located in Lugano, remote work not mentioned.

Salary

Not specified

Management role

No

Skills & keywords

Required skills

professional trainingsales orientationgoal-oriented workentrepreneurial spiritstress resistancesociable personality

Preferred skills

None specified

Specializations

financial consultingsalesclient acquisition
Locations

Structured locations inferred from the posting.

Lugano, Switzerland

On-site City