Financial Partner (all genders) | Morges | 80 - 100%
Baloise Versicherung AG
Morges
Key information
- Publication date:15 August 2025
- Workload:80 – 100%
- Place of work:Morges
Job summary
Join our dynamic sales team at Baloise; a leader in finance.
Tasks
- Manage and grow a portfolio of private and SME clients.
- Offer tailored advice in insurance and finance sectors.
- Build and nurture a network of intermediaries effectively.
Skills
- Interest in finance and insurance, optimistic personality.
- Strong organizational and communication skills.
- Sales-driven mindset with a client-focused approach.
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Your job in brief
You join our sales force within our external service; as such, you receive a portfolio that you must retain and develop. As a personal partner to our private and SME clientele, you provide them with high-quality comprehensive advice, as well as tailored solutions in the fields of insurance, retirement planning, and finance.
In an omnichannel environment, you weave your own network of intermediaries and animate it.
What to expect
To achieve your goals, we offer you:
- A unique range of products and services on the market, combining insurance and banking.
- A comprehensive training that leads to the AFA Insurance Intermediary Certificate .
- The support of motivating colleagues who accompany you in the field.
- A remuneration that rewards your results.
- An inclusive work environment that fosters long-term and quality working relationships. #women@sales #FriendlyWorkSpace .
- A great freedom of organization and the possibility to balance private and professional life. #worklifebaloise .
Your team
We are the partner for private clients and businesses in financial matters. We provide quality advice and comprehensive solutions and cultivate simple and lasting relationships. Discover more about the Baloise Morges team.
What we expect
- You have a strong interest in finance and insurance.
- You are an optimistic person.
- You organize and structure your daily life efficiently.
- You are attentive to others.
- You enjoy sales.
