Financial Partner | Bern-East | 80-100%
Baloise Versicherung AG
Bern-Ost
Key information
- Publication date:13 March 2025
- Workload:80 – 100%
- Place of work:Bern-Ost
Job summary
Step into financial consulting with us at Baloise, where we prioritize trust and support for clients. Enjoy a flexible work environment with unique opportunities.
Tasks
- Become a trusted advisor for clients, guiding them in finance.
- Build extensive knowledge in insurance, savings, and financing.
- Enjoy independence while collaborating with your team for success.
Skills
- Completed basic education or a Bachelor’s degree; service-oriented mindset.
- Strong customer focus and a desire to learn continuously.
- Ability to navigate complexity and work well in a team.
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Your Job in Brief
- Take the step into financial consulting and become a trusted person for our customers.
- Build broad know-how around insurance, pension, and financing – your joy of learning is important.
- Benefit from independence in your daily work as well as from team play with your colleagues.
What Awaits You
Together we want to rethink customer consulting: human, responsible, comprehensive. As a financial partner, you support your customers throughout their lives – in choosing individual insurance and pension solutions as well as in financing their own home and pension planning.
Our financial partner Stefanie explains her role like this: «I want to be a trusted person for people. The consultation conversation allows me to get to know people personally and meet them exactly at the point in life where they currently stand. By showing them tailored solutions, I want to support them in shaping their lives freely.»
As a financial partner, you decide when you meet your customers, where you work, and when you do office work. No day is like the other. «All customers are different, all tell their own life story. I appreciate this special contact with people,» describes one of our customer advisors the job. You build sustainable customer relationships – which ultimately also has a positive effect on your income.
What We Expect
That you enjoy going the extra mile and growing through challenges – all to better understand, accompany, and support your customers. At Baloise, we place great value on team play: only in this way can you benefit from the knowledge of your colleagues at the general agency and build valuable bridges to banking business.
You bring the following qualifications:
- Completed basic training (federal certificate of competence EFZ or bachelor's degree)
- Strong service mentality and pronounced customer focus
- You are rooted and well connected in the Bern-East region.
You don't need to bring extensive financial knowledge: much more important is your joy of learning and interest in the insurance world – we will teach you the rest. It is important that you are not intimidated by complexity and are willing to acquire new knowledge. We look forward to your joy of learning and your "Together we can do it!" mentality.
