Expert Financial Planning (w/m/d) Region Zurich/Winterthur/Kloten Part-time/Full-time — Helvetia Versicherungen
CHF 73'500 - 111'500
Helvetia Versicherungen · Kloten (ZH)
- Location
- Kloten
- Contract
- full-time
- Posted
- 50 days ago
SalaryCHF 73'500 - 111'500
Role overview
You want to make your own decisions that will not only bring you, but also your customers further?
Then we offer you as a sales person in the Helvetia field service exemplary working conditions and interesting development opportunities.
Free time allocation, a fair pay system, varied tasks and an experienced, motivated team are just a few things you can look forward to.
- You want to make your own decisions that will not only bring you, but also your customers further?
- Then we offer you as a sales person in the Helvetia field service exemplary working conditions and interesting development opportunities.
- Expertise: As a skilled insurance consultant:In the insurance and financial business you know the industry and its products.
- You accompany and empower our customer consultants:Inside, give training and are the first person to answer questions regarding pension provision
Main responsibilities
- Expertise: As a skilled insurance consultant:In the insurance and financial business you know the industry and its products.
- You accompany and empower our customer consultants:Inside, give training and are the first person to answer questions regarding pension provision
- Market analysis: You conduct market analyses and develop market processing strategies to identify and exploit potential and opportunities in the area of pension and finance
- Expansion of pension and finance: You are involved from the very beginning and are thus involved in the area of insurance solutions in pension provision and finance.
- Planning marketing, implementation and controlling are still your responsibility
- Building customer relationships: You establish contacts with companies, build long-term relationships and constantly develop your customer portfolio
- Teamwork: As a member of our community Market-responsible pension and financial services, you make a significant contribution to the professional and sales development of the topics at Helvetia and as a member of the Executive Crew, you actively meet the requirements of the General Agency:
- Expertise: You have a a thorough education or study and several years of professional experience in the insurance industry
- Entrepreneurship: You are enthusiastic and enthusiastic, enjoy building work and working with different stakeholders
- Strength of communication: You are an excellent:r communicator:in and can communicate complex issues in a comprehensible way
Company and context
- Analytical thinking: You have a flair for numbers, think networked and have a strong organizational and planning strength
- Customer orientation: The satisfaction of your clientele is at your heart and you set the agenda all about meeting their needs in the best possible way The Helvetia team is there together when it matters.
- We are people on whom one can rely.
- We support each other and work for each other.
- We are people who demand and promote each other.
- They are enthusiastic and inspire each other.
- This is how we shape the future together. !
