Mortgage Advisor (all genders) Fribourg, full-time or part-time 50 - 100%

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, as a talented salesperson, exemplary working conditions and interesting development opportunities in Helvetia's external service. 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.

• You are the personal, competent, and independent advisor to our clients for all questions related to mortgages, pension provision, and taxation
• You develop the optimal financing concept for our clients, taking into account the offers and expertise of MoneyPark
• You are a true entrepreneur and promote our services in the field of real estate financing in your region
• You enjoy acquiring new clients and generating added value for them. You work independently and responsibly
• You accompany and support your colleagues in the external service with your knowledge and expertise
• You have a taste for human contacts and a strong willingness to invest yourself. You are a true networker
• Workplace: Fribourg

• You have a commercial education, ideally in the field of finance. You are interested in continuing education in the field or you already hold the federal diploma as a financial planner, for example
• Several years of experience in client acquisition, consulting, and sales in the financial services sector
• Knowledge in pension provision and insurance is an advantage
• You have an entrepreneurial spirit with the willingness to deliver excellent performance both independently and in tandem with other client advisors
• Open-minded, you enjoy dialogue and contact with people and are ready to promote collaboration within the general agency with the external service employees
• Strongly client-oriented, service- and sales-driven, you also possess great communication skills and a digital affinity
• You are fluent in French and willing to travel within the region

• You have a commercial education, ideally in the field of finance. You are interested in continuing education in the field or you already hold the federal diploma as a financial planner, for example
• Several years of experience in client acquisition, consulting, and sales in the financial services sector
• Knowledge in pension provision and insurance is an advantage
• You have an entrepreneurial spirit with the willingness to deliver excellent performance both independently and in tandem with other client advisors
• Open-minded, you enjoy dialogue and contact with people and are ready to promote collaboration within the general agency with the external service employees
• Strongly client-oriented, service- and sales-driven, you also possess great communication skills and a digital affinity
• You are fluent in French and willing to travel within the region