Pension and Finance Advisor (m/f/d) – People from other professions welcome – Neuchâtel-Jura General Agency (Delémont region)

27 February 2026
100%
Neuchâtel

Job summary

Join our company for a role in client relations and finance! Enjoy a dynamic work environment and great benefits.

Tasks

Manage and maintain existing client relationships effectively.
Acquire new clientele through systematic market prospecting.
Provide comprehensive advice in finance and insurance planning.

Skills

Completed professional training in a relevant field required.
Strong sales and advisory skills are essential.
Must have a goal-oriented, motivated, and resilient approach.

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About the job

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