Customer Advisor (m/f/d) Insurance Region Surselva Part-time/Full-time 50 - 100 %

Publication date:31 July 2025
Workload:50 – 100%
Place of work:Ilanz

Job summary

Join Helvetia's dynamic sales team focused on personalized service. Enjoy a supportive work environment with growth opportunities.

Tasks

Advise and support clients with tailored insurance solutions.
Build and maintain long-term relationships based on trust.
Actively acquire new clients and strengthen your network.

Skills

Experience in sales or customer service, ideally in finance or insurance.
Strong communication and negotiation skills are essential.
High customer orientation and service readiness are a must.

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About the job

Our field service always goes its own way and can fully rely on our backing. Especially those who enjoy dealing with people and like to look for their own solutions are in the right place here. We look forward to your application – &Go.

Your responsibility

Consulting & support with foresight: You accompany private and corporate clients in all insurance matters with genuine commitment and ensure tailor-made solutions for every individual need. As a customer advisor, you are there when it matters.

Building long-term relationships: Trust is at the center of your work – you maintain and develop sustainable customer relationships based on your excellent service.

Actively shaping growth: You have a good network and bring your energy into acquiring new customers. Your commitment ensures that our customer base grows steadily. How can we support you in this? By giving you your own customer base with private and corporate clients.

Marketing & sales support: With fresh ideas, you support our marketing campaigns, attend trade fairs and events to strengthen our network.

Always up to date: Through our basic training and continuous further education, you stay professionally up to date and offer the highest consulting competence.

Your qualification

Experience & expertise: You bring experience in customer consulting or sales – ideally in the financial or insurance industry. Ambitious career changers who are ready to start quickly are also warmly welcome.

Communication talent: Inspiring and winning people – that is in your blood. You shine through communication and negotiation skills. As a customer advisor, you can argue convincingly and have confident German language skills.

Service is your strength: Field service is your passion and your high customer orientation as well as service readiness characterize you.

Commitment & initiative: With above-average motivation and entrepreneurial spirit, you are ready to achieve great things and exceed goals.

Regional anchoring: Your place of residence is in the Surselva region, where you take care of your customers. You have a strong network in the region and appreciate building and maintaining new contacts.

Ready to inspire customers with passion and grow with us? Then use your talent purposefully and apply now!

Contact

Recruiting Partner

Working at Helvetia

At Helvetia, we look for people with edges and corners. Real personalities who are passionate, courageous, and not afraid to face headwinds. Because only those who try new things and learn from them move themselves and the entire company forward. We give this trust to all our employees, and that is exactly what makes working at Helvetia so special. We call it: &Go.

Experience & expertise: You bring experience in customer consulting or sales – ideally in the financial or insurance industry. Ambitious career changers who are ready to start quickly are also warmly welcome.

Communication talent: Inspiring and winning people – that is in your blood. You shine through communication and negotiation skills. As a customer advisor, you can argue convincingly and have confident German language skills.

Service is your strength: Field service is your passion and your high customer orientation as well as service readiness characterize you.

Commitment & initiative: With above-average motivation and entrepreneurial spirit, you are ready to achieve great things and exceed goals.

Regional anchoring: Your place of residence is in the Surselva region, where you take care of your customers. You have a strong network in the region and appreciate building and maintaining new contacts.