Financial Partner | Tafers Area | 80-100%
Baloise Versicherung AG
Düdingen
Key information
- Publication date:19 May 2025
- Workload:80 – 100%
- Place of work:Düdingen
Job summary
Join our team in financial consulting, guiding clients with care. Embrace a supportive, innovative work environment with great perks.
Tasks
- Become a trusted advisor for clients navigating their financial lives.
- Develop expertise in insurance, retirement, and financing solutions.
- Enjoy flexibility in your schedule while fostering client relationships.
Skills
- Must have completed vocational training or a bachelor's degree.
- Strong customer focus and a service-oriented mindset are essential.
- Willingness to learn and adapt in the financial sector is crucial.
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Your Job in Brief
- Take the step into financial consulting and become a trusted person for our customers.
- Build broad know-how around insurance, pension, and financing – your joy of learning is important.
- Benefit from independence in your daily work as well as teamwork with your colleagues.
What Awaits You
Together we want to rethink customer consulting: human, responsible, comprehensive. As a financial partner, you stand by your customers throughout their lives – from choosing individual insurance and pension solutions to financing their own home and pension planning.
Our financial partner Stefanie explains her role like this: «I want to be a trusted person for people. The consultation conversation allows me to get to know people personally and meet them exactly at the point in life where they currently stand. By showing them tailored solutions, I want to support them in shaping their lives freely.»
As a financial partner, you decide when you meet your customers, where you work, and when you do office work. No day is like the other. «All customers are different, all tell their own life story. I appreciate this special contact with people,» describes one of our customer advisors the job. You build sustainable customer relationships – which ultimately also positively affects your income.
Your Team
The Baloise Düdingen team is looking for reinforcement. A friendly and open team in the financial industry and on site in Düdingen? Yes, that’s exactly us!
We are the competence center for insurance, pension, and banking in German-speaking Fribourg.
What We Expect
That you enjoy going the extra mile and growing through challenges – all to better understand, accompany, and support your customers. At Baloise, we place great value on teamwork: only in 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 training (federal certificate EFZ or bachelor's degree)
- Strong service mentality and pronounced customer focus
- You are rooted and well connected in the Düdingen region.
- If you can also easily advise our French-speaking customers, this would be a great plus – additional languages are very welcome.
You don’t 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 intimidated by complexity and are willing to acquire new knowledge. We look forward to your joy of learning and your "Together we can do it!" mentality.
