Helvetia Versicherungen AG
Vevey
2 months ago
Customer Advisor (all genders) Chablais Vaudois region, full-time or part-time 50 - 100%
- Publication date:16 September 2025
- Workload:50 – 100%
- Place of work:Vevey
About the job
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, in the external service of Helvetia, as a talented sales person, exemplary working conditions and interesting development opportunities. 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
- You are an expert in pension and finance and in distribution / marketing techniques. You enjoy providing very high-quality advice to existing clients while developing the client portfolio entrusted to you
- Personalized follow-up of Helvetia clients in your region is at the center of your concerns and at the top of your priority list
- The idea of developing the existing portfolio motivates you and your goal is to acquire new clients and generate added value for them
- Your goal is to identify the needs of our clients in order to offer them individual insurance solutions adapted to their needs
- You work independently and responsibly
- Your direct supervisor will be our sales manager and he will accompany you on the path to success
Your qualifications
- Completed professional training and successful experience in the customer advisory sector, accompanied by the desire to learn and invest to the maximum
- The AFA is an asset
- Taste for dialogue and human relations, client acquisition and client follow-up
- Result-oriented personality and high-quality customer service
- The taste for challenge, listening, autonomy and dynamism are necessary assets for your success
- You are domiciled in the activity area and well established in the economic and associative fabric of the Chablais Vaudois region
- Enthusiastic and autonomous, your commercial potential is best expressed in the field
- Here is how it goes after the application: if your profile matches our requirements, we will invite you by email to participate in our online assessment. This is the first step of the selection process and if you pass the test, you will be contacted for an interview. 📧
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 excite and get excited. This is how we shape the future, together. &Let's go!
- Completed professional training and successful experience in the customer advisory sector, accompanied by the desire to learn and invest to the maximum
- The AFA is an asset
- Taste for dialogue and human relations, client acquisition and client follow-up
- Result-oriented personality and high-quality customer service
- The taste for challenge, listening, autonomy and dynamism are necessary assets for your success
- You are domiciled in the activity area and well established in the economic and associative fabric of the Chablais Vaudois region
- Enthusiastic and autonomous, your commercial potential is best expressed in the field
- Here is how it goes after the application: if your profile matches our requirements, we will invite you by email to participate in our online assessment. This is the first step of the selection process and if you pass the test, you will be contacted for an interview. 📧