Specialist Provision, Property & Home Owning (m/f/d) Part-time/Full-time — Helvetia Versicherungen
- Location
- Frick
- Contract
- Full-time
- Posted
Full description
Customer Service / Service Center Pensum: 50-100% | Place of work Frick, Olten or Rheinfelden Place of work: Level of experience: With professional experience FlexOffice: on site Setting new standards together and shaping the future: at Helvetia, this means more than simply working through tasks. Here you work with people who take responsibility, have high demands and have the courage to go new ways. With us, you will find an environment where trust and performance go hand in hand and your ideas, initiative and contribution count. So you have the opportunity to really make a difference: for our customers, your team and your personal development. In this versatile key role, you bring your specialist knowledge about pensions, assets and home. You support our consultants in challenging customer cases, recognize business opportunities and ensure that our customers are professionally accompanied.
What you do
- Professional support of our consultants in the areas of home, provision and assets.
- Carry out precautionary analyses and prepare consulting documents and customer presentations.
- Support in complex customer cases around retirement, financial planning, home ownership and asset building.
- Quality testing of financial, pension and home solutions in the four-eyes principle.
- Processing and coordination of leads as well as ensuring professional lead controlling.
- Support in the organisation and implementation of training courses and promotion of knowledge transfer within the Fricktal General Agency.
- Examination and processing of applications as well as administrative support in day-to-day business.
- Cooperation in market development measures, customer events and campaigns.
What you bring
- Several years of professional experience in the financial services environment, preferably in the banking sector, as well as in-depth knowledge of financing and private provision.
- A completed further education as a financial planner:in.
- Experience around mortgages and home financing
- Enjoy analyzing complex customer situations and developing individual solutions in the areas of pensions, assets and homes.
- An independent, quality-conscious and solution-oriented working method combined with a distinct customer and service orientation.
- Communication strength, a safe presence and the ability to support and inspire others through your expertise.
Your contact
Ilse HaslerHead Recruiting Sales & NextGeneration
What we offer
FlexOffice: Flexible working in the office, from home or on the road Insurance & Pension Solutions: Discounts on Insurance and Pension Solutions Vacation Purchase: Buy additional vacation days
Education and training
Attractive training and further education opportunities for your personal development
Pension schemes
Above-average pension benefits Sounds like an environment that suits you?
Collaboration that makes a difference
We believe in cooperation on equal terms, mutual trust and people who want to take responsibility. Different perspectives help us to develop better solutions – for our customers as well as for us as a team.
Over 100 professions - discover the variety of professions at Helvetia
It is clear that at Helvetia not only customer consultants can be found. Nevertheless, it is surprising that more than 100 jobs are counted. In the article, two employees talk about how chemistry and art fit Helvetia as professional fields.
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Frick is CHF 88'000 - 123'000 gross per year — an estimate, not a figure communicated by Helvetia Versicherungen. The calculator on this site converts a gross salary into your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Helvetia Versicherungen offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Helvetia Versicherungen during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Aargau?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Aargau's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Aargau's cantonal migration office or with HR during the application.
How do I apply for this position at Helvetia Versicherungen?
Use the "Apply now" button on this page — it links directly to Helvetia Versicherungen's original listing at jobs.helvetia.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
