Conseiller/conseillère en prévoyance et en finance (f/h/d) – Personnes venant d'un autre métier bienvenues – Agence générale Neuchâtel-Jura (région Delémont)
Are you a match for this job?
ninjob scores your CV against this job, writes a tailored cover letter and prepares the complete application — you send it in one click. Your CV is anonymised on GPUs in Geneva before any cloud model sees it.
See my match for this job →Free sign-up, no credit card.
Job description
Join a dynamic company specializing in personalized finance solutions. This role offers a supportive environment with growth opportunities. Tasks Maintain and nurture relationships with existing clients. Systematically acquire new clients through market prospecting. Deliver comprehensive advice in insurance and finance. Skills Completed professional training required for this position. Strong sales and advisory skills essential for success. Goal-oriented mindset with resilience and sociable character. 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
Ready to apply to this job — and to every other one that fits you in Switzerland?
Create my profile and see my matches →Offre agrégée depuis une source publique suisse (jobs_ch_api). ninjob n'est pas l'employeur. Référence ninjob #157621.