Customer Advisor (m/f/d) Mortgages Region Graubünden 50 - 100 %

About the job

With us, you accompany – together with our partner MoneyPark – people through the entire real estate and financing jungle. Sounds big? It is. But that's exactly where you come in: With access to a network of over 100 banks, insurance companies, and pension funds, you can provide independent and tailored advice. Become part of our success and expand your consulting expertise with maximum flexibility, attractive earning opportunities, and a strong Helvetia team.

• You are a personal, competent, and independent contact person for our customers in all questions regarding mortgages, pensions, and taxes 
• You act entrepreneurially and are jointly responsible for increasing the awareness of our services in the field of real estate financing in your region 
• You develop the optimal financing concept for our customers, taking into account the offers and expertise of MoneyPark 
• You enjoy acquiring new customers and generating added value for them. You work independently and responsibly   
• You accompany and support the field sales colleagues with your expertise and know-how 
• You are successful in your area of operation because you actively network and are present 

• Commercial training in the financial sector and willingness for professional development to become a financial planner with a federal diploma (preferably already completed or currently in training) 
• Several years of acquisition, consulting, and sales experience in financial services  
• Knowledge in pension provision and insurance matters is an advantage 
• Entrepreneurial spirit with the willingness to deliver excellent performance both independently and in tandem with other customer advisors 
• Open personality who enjoys dialogue and dealing with people and is willing to promote cooperation at the general agency with the field sales staff 
• Strong service, sales, and customer orientation with pronounced communication skills and digital affinity 

• Willingness to travel within the region  

• Commercial training in the financial sector and willingness for professional development to become a financial planner with a federal diploma (preferably already completed or currently in training) 
• Several years of acquisition, consulting, and sales experience in financial services  
• Knowledge in pension provision and insurance matters is an advantage 
• Entrepreneurial spirit with the willingness to deliver excellent performance both independently and in tandem with other customer advisors 
• Open personality who enjoys dialogue and dealing with people and is willing to promote cooperation at the general agency with the field sales staff 
• Strong service, sales, and customer orientation with pronounced communication skills and digital affinity 

• Willingness to travel within the region