Expert (w/m/d) Pension and wealth Region Engadin — Helvetia Versicherungen
CHF 57'500 - 87'000
Helvetia Versicherungen · St. Moritz (GR)
- Location
- St. Moritz
- Contract
- full-time
- Posted
- 55 days ago
SalaryCHF 57'500 - 87'000
Role overview
You want to make your own decisions that will not only bring you, but also your customers further?
Then we offer you as a sales person in the Helvetia field service exemplary working conditions and interesting development opportunities.
Free time allocation, a fair pay system, varied tasks and an experienced, motivated team are just a few things you can look forward to.
- You want to make your own decisions that will not only bring you, but also your customers further?
- Then we offer you as a sales person in the Helvetia field service exemplary working conditions and interesting development opportunities.
- Expertise: As a skilled insurance consultant:In the pension and financial business you know the industry and its products.
- You advise our clients on pension planning, accompany and enable our customer consultants:Inside, give training and are the first contact person for questions concerning pension provision
Main responsibilities
- Expertise: As a skilled insurance consultant:In the pension and financial business you know the industry and its products.
- You advise our clients on pension planning, accompany and enable our customer consultants:Inside, give training and are the first contact person for questions concerning pension provision
- Market analysis: You conduct market analyses and develop market processing strategies to identify and exploit potentials and opportunities in the area of pension provision and finance
- Expansion of pension and finance: You are involved from the beginning and are a major contributor to the area of insurance solutions in pension provision and assets.
- Planning marketing measures, implementation and controlling are still your responsibility
- Building customer relationships: You establish contacts with companies, build long-term relationships and constantly develop your customer portfolio
- Teamwork: As a member of our expert community Pensions and assets, you make a significant contribution to the professional and sales development of the topics at Helvetia Requirements:
- Expertise: You have a sound education or a degree as well as several years of professional experience in the Financial services industry
- Entrepreneurship: You are enthusiastic and enthusiastic, enjoy building work and working with different stakeholders
- Entrepreneurship: You are a:e excellent:r communicator:in and can communicate complex facts in a comprehensible way
Application process
- Then use your talent and apply now!
Company and context
- Analytic thinking: You have a flair for numbers, think networked and have organizational and planning strength
- Customer orientation: The satisfaction of your customers is important to you and you make every effort to meet their needs as best as possible
- Are you ready to inspire customers with passion and grow with us?
- The Helvetia team is there together when it comes to it.
- We are people you can rely on, who support each other and work for each other.
- They demand and promote each other.
- They are enthusiastic and inspire each other.
- That's how we shape the future together. !
Additional details
- Expertise: You have a sound education or a degree as well as several years of professional experience in the Financial services industry
Notes and original content
- Expertise: You have a sound education or a degree as well as several years of professional experience in the
- Financial services industry
