Expert Financial Planning (w/m/d) Region Zurich/Winterthur/Kloten Part-time/Full-time — Helvetia Versicherungen
- Location
- Kloten
- Contract
- full-time
- Posted
- 92 days ago
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. !
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
Helvetia Versicherungen lists CHF 73'500 - 111'500 gross per year for this position in Kloten. 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 Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich 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 Zürich'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.
