Pension and Finance Advisor (m/f/d) with Professional Experience – Neuchâtel-Jura General Agency (Neuchâtel Region)

About the job

• Monitoring and maintaining relationships with existing clients
• Acquiring new clients through systematic market prospecting
• Providing comprehensive advice on pensions and finance
• Developing and selling customized solutions in the areas of pension and wealth accumulation
• Representing our company in the sales sector
• Referring business to our cooperation partners

• Passing the industry-specific exam (AFA insurance intermediary, certified insurance and pension advisor IAF) or higher level of education
• Proven sales experience in the insurance and finance sector
• Strong sales and advisory skills
• High motivation, goal- and performance-oriented approach
• Entrepreneurial spirit, resilience, sociable character