Insurance and Finance Advisor (m/f/d) with professional experience – General Agency Neuchâtel-Jura (Neuchâtel region)

Neuchâtel

Key information

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

Job summary

Join a leading finance advisory firm dedicated to personalized solutions. Enjoy a collaborative work environment and competitive benefits.

Tasks

Manage and nurture existing client relationships effectively.
Systematically acquire new clients through market prospecting.
Provide comprehensive advice in finance and insurance.

Skills

Successful completion of specific branch exam or higher education.
Proven sales experience in insurance and finance sectors.
Strong motivation and goal-oriented performance approach.

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Your area of responsibility

Follow-up and maintenance of relationships with existing clients
Acquisition of new clients through systematic market prospecting
Providing comprehensive advice in insurance and finance
Development and sale of tailored solutions in the areas of insurance and wealth creation
Representation of our company in the sales sector
Referral of business to our cooperation partners

Your strengths

Success in the specific branch examination (insurance intermediary AFA, insurance and pension advisor diploma IAF) or higher level of education
Proven sales experience in the insurance and finance sector
Strong sense of sales and consulting
High motivation, goal-oriented and performance-driven approach
Entrepreneurial spirit, resilience, sociable character

Company description

Thanks to personalized advice in insurance and finance, we support people in preparing for their financial future at all stages of their lives and enable them to build their financial independence to live according to their own choices