Expert (m/f/d) Pension and Wealth Region Graubünden 50 - 100 %
Helvetia Versicherungen AG
Chur
Key information
- Publication date:11 June 2025
- Workload:50 – 100%
- Place of work:Chur
Job summary
As a dynamic sales personality at Helvetia, make impactful decisions. Enjoy flexible hours, fair pay, and a supportive team.
Tasks
- Use your insurance expertise to guide clients in financial planning.
- Conduct market analyses to identify opportunities in finance.
- Build and nurture client relationships while enhancing your portfolio.
Skills
- You have solid education and experience in the insurance sector.
- Excellent communication skills to simplify complex topics.
- Analytical thinking with a strong customer focus.
Is this helpful?
You want to make your own decisions that not only advance 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 Responsibility
- Professional Expertise: As a skilled insurance advisor with a focus on pension and financial business, you know the industry and its products. You advise our customers, develop pension plans, 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 wealth. 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 expert community Pension and Wealth, you make a significant contribution to the professional and sales development of topics at Helvetia
Your Qualification
- 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 things up, and collaborating with different stakeholders
- Communication Skills: You are an excellent communicator and can convey complex matters clearly
- Analytical Thinking: You have a flair for numbers, think holistically, and possess strong organizational and planning skills
- Customer Orientation: The satisfaction of your customers is important to you, and you do everything to meet their needs as best as possible
Ready to inspire customers with passion and grow with us? Then use your talent purposefully and apply now!
Contact
Recruiting Partner
+41 58 280 52 86
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 let themselves be inspired. This is how we shape the future together. &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 things up, and collaborating with different stakeholders
- Communication Skills: You are an excellent communicator and can convey complex matters clearly
- Analytical Thinking: You have a flair for numbers, think holistically, and possess strong organizational and planning skills
- Customer Orientation: The satisfaction of your customers is important to you, and you do everything to meet their needs as best as possible
Ready to inspire customers with passion and grow with us? Then use your talent purposefully and apply now!
