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

Swiss Life AG

Neuchâtel

Key information

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

Job summary

Join our team to support clients in financial planning. Enjoy a dynamic work environment with growth opportunities.

Tasks

Maintain and enhance relationships with existing clients.
Systematically acquire new clients through market prospecting.
Provide comprehensive advice on finance and insurance.

Skills

Completed professional training in sales or finance.
Strong sales and advisory skills.
Motivated, performance-driven, and resilient.

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