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