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

Descrizione del posto

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. 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