Insurance and Finance Advisor (m/f/d) – People from other professions welcome – General Agency Neuchâtel-Jura (Delémont region)

Swiss Life AG

Neuchâtel

Key information

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

Job summary

Join our dynamic team in finance and client relations! Enjoy a rewarding work culture with growth opportunities.

Tasks

Maintain and nurture existing client relationships effectively.
Systematically prospect to acquire new clients in the market.
Provide comprehensive advice on finance and insurance matters.

Skills

Completed professional training in finance or sales required.
Strong sales and advisory skills with a client-focused approach.
Motivated, goal-oriented, and resilient team player.

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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

Completed vocational training
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