Expert (all types) in pension and wealth management Valais Romand, full-time or part-time 50 - 100%
Helvetia Versicherungen AG
Sion
Key information
- Publication date:02 September 2025
- Workload:50 – 100%
- Place of work:Sion
Job summary
Join Helvetia as a sales professional and shape your success! Enjoy flexibility, fair pay, and a supportive team.
Tasks
- Provide expert insurance advice and retirement planning.
- Conduct market analyses to identify new business opportunities.
- Develop client relationships and expand your portfolio.
Skills
- Experience in finance or insurance with a strong network.
- Excellent communication skills to simplify complex concepts.
- Analytical mindset with a focus on client satisfaction.
Is this helpful?
Do you want to make your own decisions that will be beneficial not only for you but also for your clients? If yes, we offer you, as a talented salesperson, exemplary working conditions and interesting development opportunities in Helvetia's external service. Among the conditions that should appeal to you are the possibility to freely organize your working time, a fair remuneration system, varied tasks, and an experienced and motivated team.
Your responsibility
- Professional expertise: as an experienced insurance advisor specialized in pension and financing matters, you know the sector and its products. You advise our clients, develop retirement plans, support and empower our advisors, and provide training. You are also the first point of contact for questions related to pensions.
- Market analysis: you conduct market analyses and develop market prospecting strategies to identify and exploit potentials and opportunities in the pension and finance sector.
- Development of pension and finance: you are present from the start and participate decisively in the implementation of insurance solutions in the pension and wealth management area. Planning marketing measures, implementation, and management control are also your responsibility.
- Development of client relationships: you establish contacts with various companies and continuously develop your client portfolio.
- Teamwork: as a member of our pension and wealth expert community, you make an essential contribution to the professional and commercial development of topics at Helvetia.
Your qualifications
- Specialized knowledge: you have a solid education in finance or insurance and several years of professional experience in the insurance sector.
- Entrepreneurial spirit: you develop a client portfolio in partnership with your team of client advisors.
- Communication skills: you are an excellent communicator and able to convey complex information clearly.
- Analytical mindset: you enjoy working with numbers, think in networks, and have a sense of organization and planning.
- Customer orientation: client satisfaction is important to you, and you do everything possible to best meet their needs.
- Rooted in your region: you speak French fluently and have a strong client network in your region.
Contact us
Recruiting Partner
Working at Helvetia
The Helvetia Team as a whole is there when needed. We are people you can count on. Who support each other and commit to one another. Who stimulate and encourage each other. Who inspire and get inspired. This is how we shape the future, together. &Let's go!
- Specialized knowledge: you have a solid education in finance or insurance and several years of professional experience in the insurance sector.
- Entrepreneurial spirit: you develop a client portfolio in partnership with your team of client advisors.
- Communication skills: you are an excellent communicator and able to convey complex information clearly.
- Analytical mindset: you enjoy working with numbers, think in networks, and have a sense of organization and planning.
- Customer orientation: client satisfaction is important to you, and you do everything possible to best meet their needs.
- Rooted in your region: you speak French fluently and have a strong client network in your region.
