Financial planning expert (all types) - Canton of Vaud - full or part time — Helvetia Versicherungen
- Location
- Lausanne
- Contract
- full-time
- Posted
- Yesterday
Role overview
Together, let us redefine standards and shape the future: your role in us is not limited to dealing with tasks.
- Together, let us redefine standards and shape the future: your role in us is not limited to dealing with tasks.
- You work with people who take on responsibilities, are driven by great ambitions, and have the courage to explore new ways.
- You'll find an environment where trust and performance go hand in hand.
- Professional expertise:You have a higher education or a recognized diploma as well as several years of experience in the insurance sector.
Main responsibilities
- You work with people who take on responsibilities, are driven by great ambitions, and have the courage to explore new ways.
- You'll find an environment where trust and performance go hand in hand.
- Here we rely on you to bring your ideas, take initiatives and contribute actively.
- This gives you the opportunity to really move things for our clientele, your team and your personal development. Aufgaben:
- Professional expertise: Thanks to your experience in insurance consulting, with a specialization in foresight and finance, you have perfect control of the sector and its products.
- You advise our clients, develop financial and retirement plans, accompany and train our advisors and customer advisors, animate training and are the reference person for all issues related to foresight.
- Market analysis:You conduct market analyses and develop prospecting strategies to identify and seize development opportunities in the fields of foresight and finance.
- Development of the activity Planning and Finance :You participate from the beginning in the creation and development of our business around insurance and banking solutions (e.g. wealth management or investment funds) in the fields of foresight and wealth.
- You are also responsible for planning marketing actions, implementing them and monitoring results.
- Development of relationships: You have close relations with the advisors and customer advisors you accompany, the supporters in their success and actively develop your network within Helvetia as well as on the market.
Key requirements
- Professional expertise:You have a higher education or a recognized diploma as well as several years of experience in the insurance sector.
Company and context
- Analytical Spirit: You have an affinity with numbers, a global view of the issues and an excellent sense of organization and planning.
- Customer orientation: The satisfaction of your clients is at the heart of your priorities and you make every effort to best meet their needs.
- Want to get our clients excited with your expertise and grow up with us?
- So put your talent at the service of our success and join us today!
- We believe in equal collaboration, involving mutual trust, with people who want to take responsibility.
- The diversity of perspectives helps us find better solutions, both for our clients and for our teams.
Additional details
- This gives you the opportunity to really move things for our clientele, your team and your personal development.
- Teamwork: As a member of our community of experts in foresight and heritage, you are actively contributing to the development of the technical and commercial skills of these fields within Helvetia.
Notes and original content
- Anforderungen:
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
Helvetia Versicherungen lists CHF 86'500 - 120'500 gross per year for this position in Lausanne. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to 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 Vaud?
EU/EFTA residents living in the border zone of the country adjoining Canton Vaud 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 Vaud'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.
