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

29 January 2026
100%
Neuchâtel

Job summary

Join a dynamic team specializing in finance and insurance solutions. Enjoy a supportive environment with growth opportunities.

Tasks

Maintain and nurture existing client relationships effectively.
Acquire new clients through systematic market prospecting.
Deliver comprehensive advice in finance and insurance sectors.

Skills

Pass specific industry exams or have higher education qualifications.
Proven sales experience in insurance and finance industries.
Strong motivation with a focus on performance and goals.

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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 customized solutions in the areas of pension 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