Expert (w/m/d) Pension and wealth Region Engadin — Helvetia Versicherungen
CHF 57'500 - 87'000
Helvetia Versicherungen · St. Moritz (GR)
- Location
- St. Moritz
- Contract
- full-time
- Posted
- 55 days ago
SalaryCHF 57'500 - 87'000
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 pension and financial business you know the industry and its products.
- You advise our clients on pension planning, accompany and enable our customer consultants:Inside, give training and are the first contact person for questions concerning pension provision
Main responsibilities
- Expertise: As a skilled insurance consultant:In the pension and financial business you know the industry and its products.
- You advise our clients on pension planning, accompany and enable our customer consultants:Inside, give training and are the first contact person for questions concerning pension provision
- Market analysis: You conduct market analyses and develop market processing strategies to identify and exploit potentials and opportunities in the area of pension provision and finance
- Expansion of pension and finance: You are involved from the beginning and are a major contributor to the area of insurance solutions in pension provision and assets.
- Planning marketing measures, 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 expert community Pensions and assets, you make a significant contribution to the professional and sales development of the topics at Helvetia Requirements:
- Expertise: You have a sound education or a degree as well as several years of professional experience in the Financial services industry
- Entrepreneurship: You are enthusiastic and enthusiastic, enjoy building work and working with different stakeholders
- Entrepreneurship: You are a:e excellent:r communicator:in and can communicate complex facts in a comprehensible way
Application process
- Then use your talent and apply now!
Company and context
- Analytic thinking: You have a flair for numbers, think networked and have organizational and planning strength
- Customer orientation: The satisfaction of your customers is important to you and you make every effort to meet their needs as best as possible Are you ready to inspire customers with passion and grow with us?
- The Helvetia team is there together when it comes to it.
- We are people you can rely on, who support each other and work for each other.
- They demand and promote each other.
- They are enthusiastic and inspire each other.
- That's how we shape the future together. !
