Expert (all genders) in Financial Planning - Canton of Vaud - full-time or part-time

50 - 100 %

Together, let’s redefine standards and shape the future: with us, your role is not limited to handling tasks. You work with people who take responsibility, driven by great ambitions, and who have the courage to explore new paths. With us, you will find an environment where trust and performance go hand in hand. Here, we count on you to bring your ideas, take initiatives, and contribute actively. This way, you have the opportunity to truly make a difference for our clients, your team, and your personal development.

What you bring

• Professional expertise: Thanks to your experience in insurance consulting, with a specialisation in pension and finance, you have a thorough understanding of the sector and its products. You advise our clients, develop financial and retirement plans, support and train our client advisors, conduct training sessions, and are the reference person for all pension-related questions.
• Market analysis: You carry out market analyses and develop prospecting strategies to identify and seize development opportunities in the fields of pension and finance.
• Development of the Pension and Finance business: You participate from the outset in the creation and development of our business around insurance and banking solutions (for example wealth management or investment funds) in the areas of pension and wealth. You are also responsible for planning marketing actions, implementing them, and monitoring the results.
• Relationship development: You maintain close relationships with the client advisors you support, assist them in their success, and actively develop your network within Helvetia as well as in the market.
• Teamwork: As a member of our community of pension and wealth experts, you actively contribute to the development of technical and commercial skills in these areas within Helvetia.

Your profile

• Professional expertise: You have a higher education or recognised diploma as well as several years of experience in the insurance sector.
• Entrepreneurial spirit: You are enthusiastic, able to convey your energy, and enjoy the challenges related to creating and developing a business. You like collaborating with a variety of stakeholders.
• Excellent communication skills: You are comfortable in exchanges and know how to explain complex topics in a simple and accessible way.
• Analytical mindset: You have an affinity for numbers, a comprehensive view of issues, and excellent organisational and planning skills.
• Client orientation: Client satisfaction is at the heart of your priorities and you do everything possible to meet their needs as best as you can.

A collaboration that advances

We believe in a partnership of equals, involving mutual trust, with people who want to take responsibility. The diversity of viewpoints helps us find better solutions, both for our clients and within our teams.

Contact us

Ana Glaser

Recruiting Partner +41 58 285 6368

Your manager

Mr Laurent Anex General Agent