Vorsorge- und Finanzberatende (w/m/d) – Quereinsteigende willkommen – Generalagentur Basel

Swiss Life AG

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GA Basel Until 8/22/2026 First posted December 8, 2025 Last posted December 8, 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.

Ihr Verantwortungsbereich

·Betreuung und Pflege bestehender Beziehungen zu Kundinnen und Kunden
·Akquisition neuer Kundschaft durch systematische Marktbearbeitung
·Durchführung von umfassenden Vorsorge- und Finanzberatungen
·Erarbeitung und Verkauf von individuellen, massgeschneiderten Lösungen in den Bereichen Vorsorge und Vermögensaufbau
·Repräsentation unseres Unternehmens im Verkaufsgebiet
·Vermittlung von Geschäften an unsere Kooperationspartner

Ihre Stärken

·Abgeschlossene Berufsausbildung
·Ausgeprägtes Verkaufs- und Beratungsflair
·Hohe Einsatzbereitschaft, ziel- und leistungsorientierte Arbeitsweise
·Unternehmerisch denkend, belastbar und kontaktfreudig

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

Provide financial and retirement advice, manage client relationships, and develop tailored solutions.

Job title

Vorsorge- und Finanzberatende (w/m/d)

Experience level

completed vocational training

Industry

finance

Location requirements

Based in Basel, remote work not specified.

Salary

Not specified

Management role

No

Skills & keywords

Required skills

salesclient relationsfinancial advisingcommunicationbusiness development

Preferred skills

retirement planninginsurance productsinvestment strategies

Specializations

financial advisingclient relationsinsuranceinvestmentretirement planning
Locations

Structured locations inferred from the posting.

Unknown location

Work arrangement unknown