Pension and finance advisor in Delémont

100%, workplace: Delémont
Pension and finance advisor in Delémont
100%, workplace: Delémont
Shape your future with us!
Do you live in the Delémont region and is your network in the region important? Have you already been able to put your advisory, negotiation and networking skills into practice? Is your interest in the field of pension strong and do you perhaps have professional experience in this sector to your credit? Are you a client and goal-oriented person and do you have a strong professional commitment?
You have the opportunity with us to receive regular training, to develop your skills and to demonstrate your abilities!
Our Agence Générale de Neuchâtel wishes to strengthen its team based in Delémont and we would be delighted to receive your application!
What we offer you
We create framework conditions that give you the possibility to flourish and to fully exploit your potential. As a Swiss leader in insurance, we offer ambitious people interesting career opportunities accompanied by great freedom of action.
Up to 30% discount on AXA products
Five weeks of vacation
Fleet discount/reimbursement of the half-fare subscription/participation in the costs of the general subscription
Access to the Swibeco platform
Freedom of action and autonomous work
Innovative structures, processes and tools
Solid and professional training and development possibilities
Your future workplace
Rue des Moulins 28, Delémont, Suisse
Send your application!
Do you have questions or need help? Romain Rouèche, Team Leader, is at your disposal by email at the following address: Romain Rouèche.
Diversity and inclusion are values dear to AXA
Open-mindedness, tolerance, respect for what differentiates us as well as what brings us together, such are the essential characteristics of collaboration at AXA Suisse. We wish to promote equal opportunities and remove obstacles in the recruitment process. If you need help or individual adaptations due to a disability, neurodivergence and/or a health problem, you can contact the person mentioned above at any time.
Learn more
About AXA
Believing in oneself leads to the most beautiful successes.
At AXA, we are convinced that every person has the potential to contribute actively to shaping the future. Our goal is to create a dynamic, encouraging and progressive working environment that stimulates and inspires you. With a culture marked by peer-to-peer collaboration, by trust and by diversity. With our modern working conditions, we wish to take into account the needs of our employees and help you develop your strengths, take on responsibilities and commit yourself within your team in favor of new ideas. You will thus be able to evolve personally and shape the world of tomorrow with us, by protecting what really matters.
Let's lay the foundations of your success together. Know You Can.
Do you want to learn more about AXA as an employer and dive into our working universe? Then you are in the right place on the Careers page.
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We look forward to your application!
For administrative reasons and related to data protection, only complete application files (CV, certificates, etc.) sent using the online application link will be considered.
We do not accept applications from recruitment agencies for this position.
What awaits you
Goal-oriented and personalized advisory of individual and collective pension solutions to clients whom you meet at their homes, at the agency or by telephone
Advice in the mortgage field as well as in the investment field
Retention of your clientele and development of your own client portfolio
Acquisition of new clients in order to guarantee the growth of your region's portfolio
Placement of other AXA products (non-life, health)
Performing administrative tasks related to your position, with the support of the entire AXA structure and modern tracking tools
What you bring
Having benefited from a professional diploma, you have initial experience to your credit in the service sector (advice and sales), experience in the field of personal insurance is welcome
Your knowledge of the service, insurance or banking sector as well as your unquestionable affinity for financial and pension products are necessary
Your personality is service-oriented and you have ease in contacts with others, you seek solutions for your clients and you know how to adapt to any situation
You master French both orally and in writing, any other language is an advantage
Your working method is autonomous and goal-oriented
Your residence must be located in the relevant activity zone, you have a very good knowledge of the local economic fabric and a vast network in the region
You are at ease with standard computer systems as well as in learning new digital tools jpida9dd6c1jm jpit0936jm jpiy26jm