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

Neuchâtel

Key information

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

Job summary

Join a dynamic finance and insurance company dedicated to personalized support. Enjoy a collaborative environment with great growth opportunities.

Tasks

Maintain and enhance client relationships while acquiring new clients.
Provide comprehensive advice in finance and insurance matters.
Develop and sell tailored solutions for wealth accumulation.

Skills

Successful completion of industry-specific exams or higher education.
Proven sales experience in insurance and finance sectors.
Strong motivation with a focus on performance and results.

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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 fields 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, certified insurance and insurance advisor 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