Swiss Life AG
Neuchâtel
13 hours ago
Pension and Finance Advisor (m/f/d) with Professional Experience – Neuchâtel-Jura General Agency (Delémont Region)
- 29 January 2026
- 100%
- Neuchâtel
Job summary
Join our finance and insurance firm dedicated to individualized guidance. Enjoy a dynamic work environment with great growth opportunities.
Tasks
- Maintain and nurture existing client relationships while acquiring new clients.
- Provide comprehensive advice in financial planning and insurance.
- Develop and sell tailored solutions for financial security and wealth creation.
Skills
- Successful completion of industry-specific exams or higher education required.
- Proven sales experience in insurance and finance sectors essential.
- Strong motivation with a goal-oriented and performance-driven approach.
Is this helpful?
About the job
Your area of responsibility
- Monitoring and maintaining relationships with existing clients - Acquiring new clients through systematic market prospecting
- Providing comprehensive advice on pensions and finance
- Developing and selling tailor-made solutions in the areas of pensions and wealth accumulation
- Representing our company in the sales sector
- Referring business to our cooperation partners
Your strengths
- 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
Company description
Through personalized advice on pensions and finance, we support people in preparing their financial future at all stages of life and enable them to build their financial independence to live according to their own choices
