Pension and Finance Advisor (m/f/d) – People from other professions welcome – Neuchâtel-Jura General Agency (Delémont region)
Swiss Life AG
Neuchâtel
Key information
- Publication date:16 January 2026
- Workload:100%
- Place of work:Neuchâtel
Job summary
Join our team in personalized financial advice for clients. Enjoy a dynamic work environment with growth opportunities.
Tasks
- Maintain and nurture existing client relationships effectively.
- Systematically prospect for new clients in the market.
- Deliver comprehensive advice in finance and foresight.
Skills
- Complete professional training with a focus on finance.
- Strong sales and advisory skills are essential.
- Motivated, goal-oriented, and resilient mindset required.
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Your area of responsibility
- Monitoring and maintaining relationships with existing clients
- Acquisition of 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
- Completed professional training
- 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 their lives and enable them to build their financial independence to live according to their own choices
