Financial Partner (all genders) | Neuchâtel Coast | 80% and above
Baloise Versicherung AG
Neuchâtel
Key information
- Publication date:21 August 2025
- Workload:80%
- Place of work:Neuchâtel
Job summary
Join Baloise Neuchâtel, a leader in financial solutions. Enjoy a supportive work environment with great benefits.
Tasks
- Manage and develop your own client portfolio effectively.
- Provide personalized advice in insurance, finance, and forecasting.
- Build and nurture your network of intermediaries.
Skills
- Experience in financial services and client management is essential.
- Strong communication and relationship-building skills.
- Ability to work independently and manage time effectively.
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Your job in brief
You receive a portfolio that you must maintain and develop. Personal partner of our private and SME clientele, you offer them comprehensive quality advice, as well as tailored solutions in the fields of insurance, pension, and finance.
In an omnichannel environment, you build your own network of intermediaries and manage it.
What awaits you
To achieve your goals, we offer you:
- A unique range of products and services on the market, combining insurance and banking.
- Comprehensive training leading to the AFA Insurance Intermediary Certificate .
- Support from experienced colleagues who accompany you in the field.
- Compensation that rewards your results.
- An inclusive work environment that fosters long-term and quality working relationships. #women@sales #FriendlyWorkSpace .
- Great freedom of organization and the possibility to balance private and professional life. #worklifebaloise .
Your team
We are the partners for private clients and businesses in financial matters. We provide quality advice and comprehensive solutions and cultivate simple and lasting relationships. Learn more about the team of Baloise Neuchâtel
What we expect
- You receive a portfolio that you must maintain and develop. Personal partner of our private and SME clientele, you offer them comprehensive quality advice, as well as tailored solutions in the fields of insurance, pension, and finance.In an omnichannel environment, you build your own network of intermediaries and manage it.
