Conseiller/conseillère en prévoyance et en finance (f/h/d) dans le cadre d’un départ à la retraite – Agence générale Sion-Valais romand – région Val d'Anniviers — Swiss Life
- Location
- Sion
- Contract
- Full-time
- Posted
- 220 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. ## Your field of responsibility
- Take over a portfolio of private and corporate clients in the context of a succession agreement
- Follow-up, meeting and development of existing client relationships in the segment of 45+, with a focus on retirement planning, as well as in the field of corporate clients, particularly SMEs
- Development and sale of customised solutions in the fields of pension, wealth creation and wealth distribution, as well as in the field of corporate clients
- Acquisition of new clients through systematic market prospecting
- Representation of our company in an attractive sales sector
- Transfer of business to our cooperation partners ## Your strengths
- Strong sales and consulting skills
- Success in the specific branch examination (insurance intermediary AFA, insurance and pension consultant IAF diploma) or higher level of education
- Long-standing proven sales experience in the insurance and finance sector
- High motivation, goal-oriented and performance-driven approach
- Entrepreneurial spirit, resilience, sociable character ## 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.
Requirements
Strong sales and consulting skills
Long-standing proven sales experience in the insurance and finance sector
High motivation, goal-oriented and performance-driven approach
Entrepreneurial spirit, resilience, sociable character
Good communication and relationship skills
Ability to work in a team and collaborate with colleagues
Availability to work in a dynamic and constantly evolving environment
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 Sion is CHF 104'500 - 183'500 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 Valais?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Valais's migration office after the contract is signed. Processing times vary by 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.
