Kundenberater (w/m/d) Versicherung Region Sarnen Vollzeit/Teilzeit — Helvetia Versicherungen

Full description

Client Consulting – Sales

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

Setting new standards together and shaping the future – for us, that means more than just ticking off 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 accompany 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 clients. Your commitment ensures that our client base grows steadily. How can we support you in this? By providing you with your own client base of private and corporate clients.
• Marketing & sales support: With fresh ideas, you support our marketing campaigns, visit trade fairs and events to strengthen our network.
• Always keeping your finger on the pulse: Through our basic training and continuous further education, you stay up to date professionally and offer the highest level of consulting competence.

What you bring

• Experience & expertise: You bring experience in client consulting or sales – ideally in the financial or insurance industry. Ambitious career changers who are ready to hit the ground running 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 & personal initiative: With above-average motivation and entrepreneurial spirit, you are ready to achieve great things and exceed goals.
• Regional anchoring: Your place of residence is in the Sarnen region, where you look after your clients. 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 in a targeted way and apply now!

Your contact Ruedi Müller Recruiting Partner

What we offer

Retirement provision: Above-average benefits in retirement provision Share program: Acquisition of shares at preferential conditions Fleet discount: Attractive conditions for the purchase or leasing of vehicles Health promotion: Extensive range of health promotion services

Training and further education Attractive training and further education opportunities for your personal development

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 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 crisp tips. These can be interesting for both existing client advisors and career changers.

Requirements

• Experience in client consulting or sales, ideally in the financial or insurance industry

• Strong communication and negotiation skills with fluent German language proficiency

• High customer orientation and passion for field service

• Above-average motivation, entrepreneurial spirit, and results-driven mindset

• Residence in the Sarnen region with a strong local network

• Ability to build and maintain long-term client relationships

• Willingness for continuous training and professional development

• Readiness to manage an existing portfolio of private and corporate clients

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