Lead Expert Financial Planning, Provision & Assets (m/f/d) Part-time/Full-time — Helvetia Versicherungen
- Location
- St. Gallen
- Contract
- full-time
- Posted
- Yesterday
Role overview
Setting new standards together and shaping the future – for us, this means more than simply working through tasks.
Here you work with people who take responsibility, have high demands and have the courage to go new ways.
With us, you will find an environment where trust and performance go hand in hand and your ideas, initiative and contribution count.
- Setting new standards together and shaping the future – for us, this means more than simply working through tasks.
- Here you work with people who take responsibility, have high demands and have the courage to go new ways.
- Professional qualification and coaching of the field service in the topics of financial and pension planning, provision and assets
- Sparring partner: for sales, general agencies and the expert financial planning for technical issues and complex customer cases
Main responsibilities
- Professional qualification and coaching of the field service in the topics of financial and pension planning, provision and assets
- Sparring partner: for sales, general agencies and the expert financial planning for technical issues and complex customer cases
- Professional management and further development of expert roles in the area of financial planning as well as supervision of the corresponding hives (expert teams)
- Planning and implementation of training, further education on the job
- Ensuring a high quality of consulting by further developing consulting processes, quality standards and consulting and planning tools
- Participation in product launches and sales initiatives as well as in cross-divisional projects with sales, product development and other
- Cooperation with asset management, bank, provision and other interfaces
Company and context
- Activity as a speaker: in customer events as well as organization and implementation of community events for the expert teams Requirements
- In-depth expertise in financial and pension planning, pension provision and asset advisory services
- Financial planner: with federal professional card or comparable qualification
- Experience in conceptual and strategic work as well as in the structured preparation and presentation of complex specialist topics (including PowerPoint)
- Very good understanding of the consulting, acquisition and closing processes in sales
- Experience in training, coaching and/or teaching complex subjects
- Good knowledge of consulting and planning tools as well as digital consulting approaches in sales
- High technical, quality and implementation orientation as well as a safe presence in dealing with different stakeholders
- German and Italian fluent, French advantageous
- We believe in cooperation at eye level, mutual trust and people who want to take responsibility.
Additional details
- Activity as a speaker: in customer events as well as organization and implementation of community events for the expert teams
Notes and original content
- Requirements
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
Helvetia Versicherungen lists CHF 79'000 - 120'000 gross per year for this position in St. Gallen. 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 St. Gallen?
EU/EFTA residents living in the border zone of the country adjoining Canton St. Gallen 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 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 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.
