Specialist in Pension, Wealth & Home Ownership in Internal Sales (m/f/d) Part-time/Full-time

50-100% | Workplace Frick, Olten or Rheinfelden

Setting new standards together and shaping the future: At Helvetia, this means more than just completing tasks. Here you work with people who take responsibility, have high standards, and have the courage to explore new paths. With us, you will find an environment where trust and performance go hand in hand, and your ideas, initiative, and contribution count. This gives you the opportunity to truly make a difference: for our customers, your team, and your personal development. In this versatile key role, you will apply your expertise in pension, wealth, and home ownership in a targeted manner. You support our advisors with demanding customer cases, identify business opportunities, and ensure that our customers are professionally accompanied.

What you achieve

• Professional support for our advisors in the areas of home ownership, pension, and wealth.
• Conducting pension analyses as well as preparing advisory documents and customer presentations.
• Support with complex customer cases related to retirement, financial planning, home ownership, and wealth accumulation.
• Quality control of financial, pension, and home ownership solutions under the four-eyes principle.
• Processing and coordination of leads as well as ensuring professional lead controlling.
• Support in organising and conducting training sessions and promoting knowledge transfer within the Fricktal general agency.
• Review and processing of applications as well as administrative support in day-to-day business.
• Participation in market development measures, customer events, and campaigns.

What you bring

• Several years of professional experience in the financial services environment, preferably in banking, as well as sound knowledge in financing and private pension provision.
• A completed further education as a financial planner.
• Experience with mortgages and home financing.
• Enjoyment in analysing complex customer situations and developing individual solutions in the areas of pension, wealth, and home ownership.
• An independent, quality-conscious, and solution-oriented working style combined with a strong customer and service orientation.
• Strong communication skills, confident appearance, and the ability to support and inspire others through your expertise.

Collaboration that makes a difference

We believe in collaboration at eye level, mutual trust, and people who want to take responsibility. Different perspectives help us develop better solutions – for our customers as well as for us as a team.

Contact

Ilse Hasler

Head Recruiting Sales & NextGeneration +41 58 280 1809

Your manager

Sara Gütlin Head of Internal Sales