Vorsorge- und Finanzberatende (w/m/d) – Quereinsteigende willkommen – Generalagentur Sursee — Swiss Life
- Location
- Sursee
- Contract
- Full-time
- Posted
- 213 days ago
Full 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.
Questions about this listing
What salary does Swiss Life offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Sursee is CHF 107'500 - 188'500 gross per year — an estimate, not a figure communicated by Swiss Life. The calculator on this site converts a gross salary into 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 Lucerne?
EU/EFTA residents living in the border zone of the country adjoining Canton Lucerne 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 Lucerne'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.
