Conseiller/conseillère en prévoyance et en finance (f/h/d) avec expérience professionnelle – Agence générale Neuchâtel-Jura (région Neuchâtel)

Job description

Join a dynamic team specializing in finance and insurance solutions. Enjoy a supportive environment with growth opportunities. Tasks Maintain and nurture existing client relationships effectively. Acquire new clients through systematic market prospecting. Deliver comprehensive advice in finance and insurance sectors. Skills Pass specific industry exams or have higher education qualifications. Proven sales experience in insurance and finance industries. Strong motivation with a focus on performance and goals. Your area of responsibility Monitoring and maintaining relationships with existing clients Acquisition of new clients through systematic market prospecting Providing comprehensive advice on pensions and finance Developing and selling customized solutions in the areas of pension 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 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