Swiss Life AG
Neuchâtel
Pension and Finance Advisor (m/f/d) with Professional Experience – Neuchâtel-Jura General Agency (Delémont Region)
- 29 January 2026
- 100%
- Neuchâtel
Job summary
Join a dynamic finance company offering tailored advice. Enjoy a supportive work culture and growth opportunities.
Tasks
- Maintain and nurture existing client relationships effectively.
- Provide comprehensive financial and insurance advice to clients.
- Develop and sell customized solutions in wealth management.
Skills
- Must have relevant qualifications in finance or insurance.
- Proven sales experience in finance and insurance sectors.
- Strong motivation and goal-oriented approach to client service.
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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 customized solutions in the areas of pensions and wealth accumulation
- Representing our company in the sales sector
- Referring business to our cooperation partners
Your strengths
- Passing the industry-specific exam (AFA insurance intermediary, certified insurance and pension advisor IAF) or higher level of education
- Proven sales experience in the insurance and finance sector
- Strong sales and advisory skills
- High motivation, goal- and performance-oriented approach
- Entrepreneurial spirit, resilience, sociable character
Company description
Through 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
