Insurance and Finance Advisor (w/m/d) – within the framework of a succession plan – General Agency Visp-Oberwallis — Swiss Life
- Location
- Visp
- Contract
- full-time
- Posted
- 115 days ago
Role overview
Shape the future.
Yours and ours.
Would you like to help people to lead a self-determined life?
- Shape the future.
- Yours and ours.
- Within the framework of a succession plan, take over a portfolio in the area of corporate and private customers
- Care, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning
- Strong flair for sales and consulting
- Completed industry examination (VBV/IAF) or higher Proven long-term sales experience High level of commitment Goal-oriented and performance-driven Entrepreneurial mindset Resilient and communicative Pronounced sales and consulting flair
Main responsibilities
- Within the framework of a succession plan, take over a portfolio in the area of corporate and private customers
- Care, maintenance and expansion of existing customer relationships in the 45+ segment with a focus on pension planning
- Development and sale of individually tailored solutions in the areas of provision, wealth building and asset allocation, as well as in the corporate customer area
- Acquisition of new customers through systematic market processing
- Representation of our company in an attractive sales area
- Mediation of business to our cooperation partners Requirements Pronounced sales and consulting flair
- Completed industry examination (insurance broker VBV, insurance and provision advisor IAF) or higher
- Proven long-term sales experience in the insurance and finance industry
- High commitment, goal- and performance-oriented working style
- Entrepreneurially thinking, resilient and contact-friendly
Key requirements
- Strong flair for sales and consulting
- Completed industry examination (VBV/IAF) or higher Proven long-term sales experience High level of commitment Goal-oriented and performance-driven Entrepreneurial mindset Resilient and communicative Pronounced sales and consulting flair
What the company offers
- 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.
Application process
- Only applications received via our application tool will be considered.
Contacts
- If you have any questions, please do not hesitate to contact Human Resources Sales Force or the General Agent at your chosen General Agency.
Additional details
- Mediation of business to our cooperation partners Pronounced sales and consulting flair
- 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.
Notes and original content
- Responsibilities
- Mediation of business to our cooperation partners
- Requirements
- Pronounced sales and consulting flair
Questions about this listing
What salary does Swiss Life offer for this role?
Swiss Life lists CHF 60'500 - 91'500 gross per year for this position in Visp. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Swiss Life offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Swiss Life during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Valais?
EU/EFTA residents living in the border zone of the country adjoining Canton Valais can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Valais's cantonal migration office or with HR during the application.
How do I apply for this position at Swiss Life?
Use the "Apply now" button on this page — it links directly to Swiss Life's original listing at swisslife.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
