Customer advisor (m/f/d) Insurance Region Upper Lake Zurich & Linth Area Part-time/Full-time — Helvetia Versicherungen
- Location
- Rapperswil-Jona
- Contract
- Full-time
- Posted
Full description
Customer Advice – Sales Busy: 50-100% Place of work: Level of experience: With professional experience FlexOffice: on site Together, set new standards and shape the future. Here you can contribute your strengths, take on responsibility and develop professionally and personally. Helvetia is one of the leading insurance and financial services providers in Switzerland. More than 7,000 employees are committed to more than two million customers and offer comprehensive solutions for insurance, pensions, assets, banks and homes. In addition to exciting tasks, you can expect an overall package that offers more. You benefit from a fixed salary that offers you financial security and predictability, supplemented by variable compensation that pays off your personal success. We also invest in your development: We fully cover the costs for your basic training and the necessary VBV certifications. For further training, for example to the financial advisor:in or financial planner:in, we support you financially. In addition, there is an employee account with preferential conditions, discounts on insurance, pension and financial solutions, an attractive shareholding program, above-average pension benefits and numerous discounts in the Corporate Benefits Shop. And that’s not all: We have many more benefits to discover.
What you do
- Consulting & support with foresight: You accompany private and corporate customers in all insurance issues with real commitment and ensure tailor-made solutions for every individual need. As a customer advisor: you are there when it matters.
- Building long-term relationships: Trust is at the heart of your work – you maintain and develop sustainable customer relationships based on your excellent service.
- Actively shape growth: You have a good network and bring your energy to the acquisition of new customers. Your commitment ensures that our customer base is constantly growing. How can we support you in this? By getting your own customer base with private and corporate customers.
- Marketing & Sales Support: With fresh ideas you support our marketing campaigns, visit trade fairs and events to strengthen our network.
- Always on the pulse of the times: Thanks to our basic training and continuous further education, you stay up-to-date and offer the highest consulting competence.
What you bring
- Experience & expertise: You bring experience in customer consulting or sales – ideally in the financial or insurance industry. Also ambitious lateral entrants: women who are ready to start quickly are welcome.
- Communication talent: people inspire and win – that is in your blood. You shine through communication and negotiating strength. As a customer consultant, you can argue convincingly and have stylish knowledge of German.
- Service is your strength: The 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 anchorage: Your place of residence is in the Upper Lake Zurich region, 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 specifically and apply now!
Your contact
Ilse HaslerHead Recruiting Sales & NextGeneration
What we offer
Retirement: Above-average pension benefits Share program: Share acquisition on preferential terms Fleet discount: Attractive conditions when buying or leasing vehicles Health promotion: Large offer for health promotion
Education and training
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 cooperation on equal terms, 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.
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 Rapperswil-Jona is CHF 81'500 - 114'000 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 St. Gallen?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton St. Gallen's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with St. Gallen'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.
