Expert in Pension and Finance (m/f/d) Region Lucerne Part-time/Full-time 50 - 100 %
Helvetia Versicherungen AG
Luzern
Key information
- Publication date:25 August 2025
- Workload:50 – 100%
- Place of work:Luzern
Job summary
Join Helvetia as a dynamic sales personality in our team! Enjoy flexible hours and a fair salary.
Tasks
- Provide expert insurance advice in the financial sector.
- Conduct market analyses to identify new potential opportunities.
- Build and maintain strong customer relationships for growth.
Skills
- Required: relevant education and several years in insurance.
- Strong communication skills for effective client interaction.
- Analytical mindset with keen organizational abilities.
Is this helpful?
You want to make your own decisions that not only benefit you but also your customers? Then we offer you exemplary working conditions and interesting development opportunities as a committed sales personality in the Helvetia field service. Flexible working hours, a fair salary system, varied tasks, and an experienced, motivated team are just some of the things you can look forward to.
Your Responsibilities
- Professional Expertise: As a skilled insurance advisor with a focus on pension and finance business, you know the industry and its products. You support and empower our customer advisors, provide training, and are the first point of contact for questions regarding pensions
- Market Analysis:You conduct market analyses and develop market penetration strategies to identify and utilize potentials and opportunities in the pension and finance sector
- Expansion of Pension and Finance:You are involved from the start and play a key role in building and shaping the area around insurance solutions in pensions and finance. Planning marketing measures, implementation, and controlling are also your responsibilities
- Building Customer Relationships:You establish contacts with companies, build long-term relationships, and continuously develop your customer portfolio
- Teamwork: As a member of our Pension and Finance Market Responsibility community, you make a significant contribution to the professional and sales development of topics at Helvetia and actively participate as a member of the leadership team at the general agency
Your Qualifications
- Expertise: You have a solid education or degree as well as several years of professional experience in the insurance industry
- Entrepreneurial Spirit: You are enthusiastic and passionate, enjoy building work and collaborating with various stakeholders
- Communication Skills: You are an excellent communicator and can convey complex matters clearly
- Analytical Thinking: You have a flair for numbers, think in networks, and possess organizational and planning strengths
- Customer Orientation: The satisfaction of your customers is important to you, and you do everything to meet their needs as best as possible
Contact
Recruiting Partner
+41 58 280 1809
Working at Helvetia
The Helvetia team is there together when it counts. We are people you can rely on. Who support each other and stand up for each other. Who challenge and promote each other. Who inspire and are inspired. Together we shape the future. &Go!
- Expertise: You have a solid education or degree as well as several years of professional experience in the insurance industry
- Entrepreneurial Spirit: You are enthusiastic and passionate, enjoy building work and collaborating with various stakeholders
- Communication Skills: You are an excellent communicator and can convey complex matters clearly
- Analytical Thinking: You have a flair for numbers, think in networks, and possess organizational and planning strengths
- Customer Orientation: The satisfaction of your customers is important to you, and you do everything to meet their needs as best as possible
