Helvetia Versicherungen AG
Brig-Glis
2 quarters ago
Customer Advisor (m/f/d) Mortgages Brig - Upper Valais Part-time/Full-time 50 - 100 %
- Publication date:14 May 2025
- Workload:50 – 100%
- Place of work:Brig-Glis
Job summary
Join Helvetia as a sales personality in our field service! Enjoy flexible hours and great benefits.
Tasks
- Act as a knowledgeable advisor on mortgages, pensions, and taxes.
- Boost awareness of our financing services in your region.
- Develop tailored financing concepts for clients with expertise.
Skills
- Commercial training in finance and willingness to advance as a financial planner.
- Strong customer service and sales orientation with digital skills.
- Open personality who enjoys dialogue and teamwork.
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About the job
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 Responsibilities
- 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 area 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 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
Your Qualifications
- 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 of 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-minded 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 Upper Valais region
Contact
Recruiting Partner
+41 58 280 1809
Working at Helvetia
The Helvetia team is there together when it matters. 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. 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 of 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-minded 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 Upper Valais region
