Customer Advisor (m/f/d) Insurance Region Rapperswil-Jona / See-Gaster Part-time/Full-time

50-100%

Setting new standards together and shaping the future. Here you can contribute your strengths, take on responsibility, and develop both professionally and personally. Helvetia is one of the leading insurance and financial service providers in Switzerland. More than 7,000 employees are committed to over two million customers, offering comprehensive solutions around insurance, pensions, assets, banking, and home ownership. Besides exciting tasks, you can expect a total package that offers more. You benefit from a fixed salary that provides you with financial security and planning reliability, complemented by a variable remuneration that rewards your personal success additionally. We also invest in your development: We fully cover the costs of your basic training and the required VBV certifications. For further training, for example to become a financial advisor or financial planner, we provide financial support. In addition, there is an employee account with preferential conditions, discounts on insurance, pension, and financial solutions, an attractive share participation programme, above-average pension fund benefits, and numerous discounts in the Corporate Benefits Shop. And that is far from all: with us, there are many more benefits to discover.

What you achieve

• Consulting & support with foresight: You accompany private and corporate clients in all insurance matters with genuine commitment and ensure tailored solutions for every individual need. As a customer advisor, you are there when it matters.
• Building long-term relationships: Trust is at the heart of your work – you maintain and develop sustainable customer relationships based on your excellent service.
• Actively shaping growth: You have a good network and bring your energy into acquiring new customers. Your commitment ensures that our customer base grows steadily. How can we support you in this? By giving you your own customer base with private and corporate clients.
• Marketing & sales support: With fresh ideas, you support our marketing campaigns, attend fairs and events to strengthen our network.
• Always up to date: Through our basic training and continuous further education, you stay professionally up to date and offer the highest consulting competence.

What you bring

• Experience & expertise: You bring experience in customer consulting or sales – ideally in the financial or insurance sector. Ambitious career changers who are ready to get started quickly are also warmly welcome.
• Communication talent: Inspiring and winning people over is in your blood. You shine through communication and negotiation skills. You can argue convincingly as a customer advisor and have confident German language skills.
• Service is your strength: Field service is your passion, and your high customer orientation and willingness to serve distinguish you.
• Commitment & initiative: With above-average motivation and entrepreneurial spirit, you are ready to achieve great things and exceed goals.
• Regional anchoring: Your place of residence is in the Rapperswil-Jona region, where you look after your customers. You have a strong network in this region and appreciate building and maintaining new contacts.

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

Roger Ebinger Sales Manager