Customer Advisor (m/f/d) Mortgages Region Fribourg/Düdingen 50 - 100 %
Helvetia Versicherungen AG
Givisiez
Key information
- Publication date:17 April 2025
- Workload:50 – 100%
- Place of work:Givisiez
Job summary
Join Helvetia as a dynamic sales personality in the field! Enjoy flexible hours, fair salary, and a supportive team.
Tasks
- Serve as an independent contact for clients on mortgages, pensions, and taxes.
- Boost visibility of our financing services regionally with an entrepreneurial approach.
- Create optimal financing concepts while independently acquiring new clients.
Skills
- Commercial training in finance and willingness to evolve as a certified financial planner.
- Experience in acquisition, consulting, and sales within financial services.
- Strong communication skills with a focus on service and client orientation.
Is this helpful?
You want to make your own decisions that not only benefit 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
- You are a personal, competent, and independent contact person for our customers in all matters concerning mortgages, pensions, and taxes
- You act entrepreneurially and are jointly responsible for increasing the awareness of our services in the area of real estate financing in your region
- You develop the optimal financing concept for our customers
- You enjoy acquiring new customers and creating added value for them. You work independently and responsibly
- You accompany and support field service colleagues with your expertise and know-how
- You are successful in the area of operation because you actively network and are present
- Work location: Fribourg
Your Qualification
- 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 pensions 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 field service employees
- Strong service, sales, and customer orientation with pronounced communication skills and digital affinity
- Willingness to travel in the Fribourg region
- You bring fluent language skills in German as well as very good language skills in French
Contact
Recruiting Partner
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 are inspired. Together we shape the future. &Go!
- 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 pensions 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 field service employees
- Strong service, sales, and customer orientation with pronounced communication skills and digital affinity
- Willingness to travel in the Fribourg region
- You bring fluent language skills in German as well as very good language skills in French
