Pension and Finance Advisor (m/f/d) – People from other professions welcome – Morges-La Côte General Agency

16 January 2026
100%
Morges

Job summary

Join our finance company dedicated to personalized advice. Shape futures with us!

Tasks

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

Skills

Complete professional training is required for applicants.
Strong sales and advisory skills are essential.
Motivated, resilient, and sociable with a goal-oriented approach.

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