Experte Finanzplanung (w/m/d) Region St. Gallen-Thurgau Teilzeit/Vollzeit — Helvetia Versicherungen
- Location
- St. Gallen
- Contract
- Full-time
- Posted
- 233 days ago
Full description
Customer Consulting – Sales
Workload: 50-100% Location: Experience level: With professional experience FlexOffice: on-site
Setting new standards together and shaping the future – for us, that means much more than simply 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
- Professional Expertise: As an experienced insurance consultant focusing on the retirement provision and financial business, you know the industry and its products. You advise our clients, develop financial and pension plans, support and empower our client advisors, conduct training sessions, and serve as the primary contact for retirement provision questions
- Market Analysis: You conduct market analyses and develop market penetration strategies to identify and seize potential and opportunities in the area of retirement provision and finance
- Expansion of Retirement Provision and Finance: You are involved from the very beginning and play a key role in building and shaping the area surrounding insurance and banking solutions (e.g., asset management, funds) in retirement provision and wealth. Planning marketing measures, implementation, and controlling are further within your responsibility
- Building Customer Relationships: You maintain close relationships with the client advisors you support, assist them on their path to success, and actively expand your network within Helvetia and in the market
- Teamwork: As a member of our Retirement Provision and Wealth Expert Community, you make a significant contribution to the professional and sales-related further development of these topics at Helvetia
What you bring
- Expertise: You have a sound 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 various stakeholders
- Strong Communication Skills: You are an excellent communicator and can convey complex matters 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: The satisfaction of your clients is close to your heart, and you do everything you can to meet their needs in the best possible way
Ready to passionately inspire customers and grow with us? Then use your talent in a targeted way and apply now!
Your Contact Cajus Schuppli Recruiting Partner
What we offer
Retirement Provision: Above-average benefits in company pension schemes Share Program: Acquisition of shares at preferential conditions Fleet Discount: Attractive conditions when purchasing or leasing vehicles Health Promotion: Extensive range of health promotion services
Training and Continuing Education Attractive training and continuing 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 sales Gianluca Lombardi is a successful client advisor at Helvetia – and that is no coincidence. He summarizes his experience and know-how in customer consulting and the sale of insurance solutions into five concise tips. These can be interesting for both existing client advisors and career changers.
Requirements
Sound education or university degree with several years of experience in financial services
Entrepreneurial mindset with enthusiasm for building new business areas
Excellent communication skills and ability to explain complex matters
Analytical thinking with a strong flair for numbers
High level of customer orientation and commitment
Team player with strong collaboration and networking skills
Strong organizational and planning competencies
Passion for retirement and financial planning topics
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 St. Gallen is CHF 57'500 - 87'000 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 atsconnector.prospective.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
