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 a dynamic company specializing in personalized finance solutions. This role offers a supportive environment with growth opportunities.

Tasks

Maintain and nurture relationships with existing clients.
Systematically acquire new clients through market prospecting.
Deliver comprehensive advice in insurance and finance.

Skills

Completed professional training required for this position.
Strong sales and advisory skills essential for success.
Goal-oriented mindset with resilience and sociable character.

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About the job

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 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 life and enable them to build their financial independence to live according to their own choices