Vorsorge- und Finanzberatende (w/m/d) – Spezialisierung Pensionsplanungen - Generalagentur St. Gallen-Appenzellerland

Swiss Life AG

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St. Gallen GS Appenzell Until 8/23/2026 3+ years exp 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.

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 Aus-/Weiterbildung im Bereich Pensionsplanungen von Vorteil
Nachweisbare Verkaufserfahrung in der Versicherungs- und Finanzbranche
Berufserfahrungen im Bereich Pensionsplanungen
Ausgeprägtes Verkaufs- und Beratungsflair
Hohe Einsatzbereitschaft, ziel- und leistungsorientierte Arbeitsweise
Unternehmerisch denkend, belastbar und kontaktfreudig

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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

Conduct insurance and financial consultations, develop tailored pension and asset solutions, acquire clients, represent company.

Job title

Vorsorge- und Finanzberatende (w/m/d) – Spezialisierung Pensionsplanungen

Experience level

3+ years

Minimum experience

3+ years exp

Industry

financial

Location requirements

St. Gallen; GS Appenzell; hybrid work allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

salesfinancial consultingcustomer relationship managementpensionsplanung

Preferred skills

insurance salespension fund knowledge

Specializations

pensionsplanungfinancial consultinginsuranceasset management
Locations

Structured locations inferred from the posting.

St Gallen, Switzerland

Hybrid City

Unknown location

Hybrid