Experte Finanzplanung (w/m/d) Region Engadin Teilzeit/Vollzeit — Helvetia Versicherungen

Full description

Customer Advisory – Sales

Pensum: 50-100% Work location: Experience level: With professional experience FlexOffice: on-site

Setting new standards together and shaping the future – for us, that means much more than just processing tasks. Here, you work with people who take responsibility, hold high standards, and have the courage to break new ground. With us, you will find an environment where trust and performance go hand in hand, and where your ideas, initiative, and contribution count. This gives you the opportunity to truly make a difference for our customers, your team, and your personal development.

What you will achieve

• Professional expertise: As an experienced insurance advisor with a focus on pension and financial business, you know the industry and its products. You advise our clients, develop financial and retirement planning, support and empower our customer advisors, conduct training sessions, and serve as the primary contact for pension-related questions
• Market analysis: You conduct market analyses and develop market penetration strategies to identify and seize potential and opportunities in the area of pensions and finance
• Expansion of pensions and finance: You are involved from the very beginning and play a decisive role in building and shaping the area surrounding insurance and banking solutions (e.g., asset management, funds) in pensions and wealth. Planning marketing measures, implementation, and controlling also fall within your area of responsibility
• Building customer relationships: You maintain close relationships with the customer advisors you support, back them on their path to success, and actively expand your network within Helvetia and in the market
• Teamwork: As a member of our Pensions and Wealth expert community, you make a significant contribution to the professional and sales-related development of these topics at Helvetia

What you bring

• Professional knowledge: You have a solid education or degree as well as several years of professional experience in the financial services industry
• Entrepreneurial spirit: You are enthusiastic and inspiring, enjoy building things from scratch, and like collaborating with diverse stakeholders
• Strong communication skills: You are an excellent communicator and can convey complex issues in an understandable way
• Analytical thinking: You have a flair for numbers, think in an interconnected way, and possess strong organizational and planning skills
• Customer orientation: Your customers' satisfaction is close to your heart, and you do everything you can to meet their needs in the best possible way

Ready to inspire customers with passion and grow with us? Then apply your talent in a targeted way and apply now!

Your contact Cajus SchuppliRecruiting Partner

What we offer

Retirement provision: Above-average benefits in occupational retirement provision Share program: Acquisition of shares at preferential conditions Fleet discount: Attractive conditions when purchasing or leasing vehicles Health promotion: Extensive range of health promotion offers

Training and continuous education Attractive training and development opportunities for your personal growth Sounds like an environment that suits you?

Collaboration that moves things We believe in collaboration on an equal footing, mutual trust, and people who want to take responsibility. Different perspectives help us develop better solutions - for our customers just as much as for us as a team.

Gianluca gives five tips for success in field service Gianluca Lombardi is a successful customer advisor at Helvetia – and that is no coincidence. He summarizes his experiences and know-how in customer consulting and the sale of insurance solutions in five concise tips. These can be interesting for existing customer advisors as well as career changers.

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