Pension and Finance Advisor (m/f/d) with Professional Experience – Neuchâtel-Jura General Agency (Delémont Region)
Swiss Life AG
Neuchâtel
Key information
- Publication date:13 August 2025
- Workload:100%
- Place of work:Neuchâtel
Job summary
Join our finance and insurance team dedicated to client success. Enjoy a dynamic work environment with great growth opportunities.
Tasks
- Manage and maintain existing client relationships effectively.
- Provide comprehensive advice in insurance and finance matters.
- Develop custom solutions in insurance and wealth creation.
Skills
- Proven experience in sales within finance and insurance sectors.
- Strong sales and advisory skills with a goal-oriented mindset.
- Entrepreneurial spirit, resilience, and a sociable character.
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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 customized 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
Thanks to 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
