Privatkundenberater (w/m/d) Bank Region Sursee — Helvetia Versicherungen

Full description

Bank, customer advice – sales Pensum: 80 - 100%, Region Aarau to Lucerne Place of work: Level of experience: With professional experience FlexOffice: on site Setting new standards together and shaping the future – for us, 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.

What you do

Whether it is choosing the right investment solution or financing your own home: you are at the side of our customers in the realization of their dreams. Have an open ear for their needs, put yourself in their situation and find the optimal solution – personally and in partnership. You can combine the best of our wide range of insurance and bank services.

• You support our customers in the individual private customer segment competently and according to needs in the areas of liquidity management, provision, assets and financing. Insurance services and services from our partnerships are integrated into your overall advice and always in close cooperation with your colleagues at the bank and the insurance company.
• You consistently implement the market development defined in the team with a lot of energy and passion; this in the region between Aarau and Lucerne.
• In cooperation with the insurance company, you develop your own existing customer book.
• You recognize potential that you exploit yourself or pass on to our private bankers for further support.

What you bring

You are that certain combination of sales talent, open ear and number person. You think analytically, can also think into complex situations and represent your solutions convincingly. Be aware that you are the face of our banking: you bring passion, courage, discipline and appetite for new things – we teach you the rest. At Helvetia, we firmly believe that we find better solutions when we network. Therefore, you will work closely with your colleagues from the insurance and the bank.

• Banking and/or financial education completed
• Business administration further education of advantage, e.g. Higher School for Economics or University of Applied Sciences
• At least 3-5 years of experience in banking or finance consulting
• SAQ Certification (Individual Client Advisor Profile)
• Willingness to travel: You will meet colleagues and customers at the various agencies or at home with customers
• Networking in the region: Your relationship network in the region helps you
• Very good oral and written language in German

Your contact

Esther GlutzHR Business Partner

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 at eye level, 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.

Gianluca gives five tips for success in the field

Gianluca Lombardi is a successful customer advisor at Helvetia – and this is no coincidence. He summarizes his experience and know-how in customer consulting and in the sale of insurance solutions in five crisp tips. These can be interesting for both existing customer consultants and lateral beginners.

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