Conseiller/conseillère en prévoyance et en finance (f/h/d) – Personnes venant d'un autre métier bienvenues – Agence générale Neuchâtel-Jura (région Delémont)

Descrizione del posto

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