Consulente previdenziale (f/m/d) – anche proveniente da altri settori – Agenzia generale Svizzera italiana (zona Brissago e Ascona)

Posted:
7/21/2024, 5:00:00 PM

Location(s):
Lugano, Ticino, Switzerland ⋅ Ticino, Switzerland

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Sales & Account Management

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.

Il vostro settore di competenza

  • Assistenza e cura delle relazioni esistenti con le clienti e i clienti
  • Acquisizione di nuova clientela mediante l’elaborazione sistematica del mercato
  • Consulenze previdenziali e finanziarie globali
  • Elaborazione e vendita di soluzioni individuali su misura nell’ambito della previdenza e dell’accumulo di patrimonio
  • Rappresentanza della nostra azienda nell’area di vendita
  • Mediazione di affari ai nostri partner di cooperazione

I vostri punti forti

  • Formazione professionale conclusa
  • Esperienza professionale, preferibilmente in ambito previdenziale, finanziario o dei servizi
  • Spiccata predisposizione alla vendita e alla consulenza
  • Elevata disponibilità all’impegno nonché stile di lavoro orientato al raggiungimento degli obiettivi e alla performance
  • Spirito imprenditoriale, buona resistenza allo stress e personalità socievole

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.