Kundenberater (w/m/d) Versicherung Region Entlebuch Teilzeit/Vollzeit — Helvetia Versicherungen
- Location
- Sursee
- Contract
- Full-time
- Posted
- 49 days ago
Full description
Client Consulting – Sales
Pensum: 50 - 100% Location: Experience level: With professional experience FlexOffice: on-site
Setting new standards and shaping the future together – for us, this means much more than simply completing tasks. Here you work with people who take responsibility, have high standards, and bring the courage to break new ground. With us, you will find an environment where trust and performance go hand in hand, and 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 achieve
- Consulting & Support with foresight: You support private and corporate clients in all insurance matters with genuine commitment and ensure tailor-made solutions for every individual need. As a client advisor, you are there when it matters.
- Building long-term relationships: Trust is at the center of your work – you cultivate and develop sustainable client relationships based on your excellent service.
- Actively shaping growth: You have a good network and contribute your energy to acquiring new customers. Your commitment ensures that our customer base grows steadily. How can we support you in this? By providing you with your own customer base of private and corporate clients.
- Marketing & Sales support: With fresh ideas, you support our marketing campaigns, attend trade fairs and events to strengthen our network.
- Always up to date: Through our basic training and continuous further education, you stay professionally up to date and offer the highest level of consulting competence.
What you bring
- Experience & Expertise: You bring experience in customer consulting or sales – ideally in the financial or insurance industry. Ambitious career changers who are ready to get started quickly are also very welcome.
- Communication talent: Inspiring and winning people over – it's in your blood. You shine through communication and negotiation skills. As a client advisor, you can argue convincingly and have native-level German language skills.
- Service is your strength: Field service is your passion, and your high customer orientation and service readiness distinguish you.
- Commitment & Initiative: With above-average motivation and entrepreneurial spirit, you are ready to achieve great things and exceed goals.
- Regional roots: Your place of residence is in Entlebuch, where you look after your customers. You have a strong network in the region and appreciate building and maintaining new contacts.
Ready to inspire customers with passion and grow with us? Then use your talent purposefully and apply now!
Your contact Ruedi MüllerRecruiting Partner
What we offer
Retirement provision: Above-average benefits in occupational pension provision Share program: Acquisition of shares at preferential conditions Fleet discount: Attractive conditions when purchasing or leasing vehicles Health promotion: Large range of health promotion offers
Training and further education Attractive training and further education opportunities for your personal development
Sounds like an environment that suits you?
Collaboration that makes a difference 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 as well as for us as a team.
Gianluca gives five tips for success in field service Gianluca Lombardi is a successful client advisor at Helvetia – and that is no coincidence. He summarizes his experiences and know-how in client consulting and the sale of insurance solutions in five concise tips. These can be interesting for both existing client advisors and career changers.
Requirements
Experience in customer consulting or sales, ideally in the financial or insurance sector
Strong communication and negotiation skills with persuasive abilities
Passion for field service combined with high customer orientation
Above-average motivation and entrepreneurial mindset
Place of residence in the Entlebuch region with an existing local network
Proficient German language skills
Willingness to participate in ongoing training and professional development
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 Sursee is CHF 86'500 - 120'500 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 Lucerne?
EU/EFTA residents living in the border zone of the country adjoining Canton Lucerne can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Lucerne'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.
