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

Swiss Life AG

Neuchâtel

Key information

Publication date:13 May 2025
Workload:100%
Place of work:Neuchâtel

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 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