Specialist Outbound Bank | 40% - 80%

Baloise Versicherung AG

Solothurn

Key information

Publication date:10 September 2025
Workload:40 – 80%
Place of work:Solothurn

Job summary

Join a dynamic team at Baloise, engaging in a pilot project.

Tasks

Conduct personal calls to assess clients' financial needs.
Connect clients with the right advisors for tailored solutions.
Document calls and actively contribute to project development.

Skills

Completed commercial training, preferably in banking or finance.
Strong interest in financial topics and client needs.
Excellent German language skills, both spoken and written.

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Your Job in Brief

You are part of a small, focused team within an exciting pilot project to tap new customer potentials.

You conduct personal telephone conversations with selected customers about their personal goals and relevant financial topics.

You assess the financial needs of the customers and connect them with the right contacts.

You benefit from professional training, close coaching, and the chance of permanent employment upon successful completion of the pilot project.

What Awaits You

Baloise is characterized by a unique culture. At our company, people are at the center. We believe in the value of trust, respect, and integrity. Our culture promotes innovation and collaboration, and we are proud of an environment where you can develop and contribute your ideas.

Your tasks with us are:

You conduct telephone conversations with our bank customers and assess their individual financial needs and goals.

You specifically address suitable offers and forward the contact to a customer advisor.

You document the conversations in a structured and reliable manner in the system.

You actively contribute to the further development of the pilot project - with your feedback, your experiences, and your ideas.

You work closely with your team and colleagues in market and segment management and sales.
This position is initially limited from November for 3 to 6 months. There is the possibility of permanent employment.

Your Team

You are part of a small, specialized team with 2–3 colleagues in the "Market and Segment Management" department. We work together to test, reflect on, and improve new approaches in sales. We maintain an open, solution-oriented collaboration – with short paths, clear goals, and mutual support.

What We Expect

You bring an inspiring spirit and the desire to leave your own mark. You have a genuine interest in people and place the needs of our customers at the center of your actions.

Freedom to shape things does not deter you – on the contrary: you use it to make a difference with small or large steps.

This is not a solo run but a shared journey. Let us inspire, challenge, and think further together.

Your qualifications: