Financial Partner | Interlaken | 80-100%
Baloise Versicherung AG
Interlaken
Key information
- Publication date:05 June 2025
- Workload:80 – 100%
- Place of work:Interlaken
Your Job in Brief
- Take the step into financial consulting with us in field service and become a trusted advisor for our customers in Grindelwald and Lauterbrunnen – whether with industry experience or as a career changer.
- Build broad know-how around insurance and banking products – your joy of learning is what matters.
- Benefit from independence in your daily work as well as teamwork with your colleagues.
What Awaits You
Together we live customer consulting: human, responsible, comprehensive. As a financial partner, you stand by your customers – in choosing individual insurance and pension solutions as well as in financing the home and pension planning. In our sales, you build sustainable customer relationships – which ultimately also positively affects your income.
The special thing about this field service role:
- You receive a comprehensive training : Intensive onboarding, accompanied by a structured and comprehensive training program, ensures your successful start.
- The person is at the center : You listen actively, recognize challenges, and provide security.
- Individual, needs-based solutions instead of standard products: You use your scope to tailor to your customers' needs precisely.
- Every day is different: You work in an exciting environment with diverse challenges in a changing market.
- We support you: Experienced financial and insurance specialists assist you anytime with professional questions.
- Unleash your potential: Use the broad offerings of our training center to continuously develop yourself.
What We Expect
You enjoy going the extra mile and growing through challenges – you do everything to better understand, accompany, and support your customers. At Baloise, we place great value on teamwork: Only this way can you benefit from the knowledge of your colleagues at the general agency and build valuable bridges to banking business.
You bring the following qualifications:
- Completed basic education (federal VET diploma EFZ or bachelor's degree)
- A strong customer orientation with joy in developing individual solutions.
- A high ability to learn and motivation to continuously advance professionally.
- Organizational skills and an independent working style to manage your tasks efficiently.
- Rooted in the [LOCATION] region and a large network that helps you expand your customer base.
- If you can also easily advise our [LANGUAGE]-speaking customers, this would be a great plus – additional languages are very welcome.
You do not need to bring extensive financial knowledge: Much more important is your joy of learning and interest in the insurance world – we will teach you the rest. It is important that you are not deterred by complexity and are willing to acquire new knowledge. We look forward to your enthusiasm for learning and your "Together we can do it!" mentality.
