Financial Partner | Zurich-East | 80-100%
Baloise Versicherung AG
Zürich-Ost
Key information
- Publication date:08 August 2025
- Workload:80 – 100%
- Place of work:Zürich-Ost
Job summary
Join us as a financial partner at Baloise, where you can thrive. Enjoy a supportive environment with great growth opportunities.
Tasks
- Utilize your experience in finance or insurance to guide clients.
- Create tailored solutions beyond standard products for your clients.
- Build long-lasting relationships while addressing diverse challenges.
Skills
- Experience in finance or insurance; client-oriented with strong skills.
- Strong knowledge in finance, insurance, and pensions.
- Excellent organizational skills and a proactive approach.
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Your Job at a Glance
- Utilize your valuable experience from the finance or insurance industry and take your next step as a financial partner with us in the field.
- Go beyond the exclusive sale of insurance and banking products and create individual solutions that make a difference for your clients!
- Benefit from our development opportunities and elevate your career to the next level!
What to Expect
At Baloise, you are more than just an advisor – you provide guidance in retirement planning, insurance, and finance. With your solid expertise and knowledge, you support your clients in various challenges and build long-term, trusting relationships.
The special thing about this job in the field:
- People are at the center: You listen actively, recognize challenges, and provide security.
- Individual, needs-based solutions instead of standard products: You use your creative freedom to meet your clients' needs precisely.
- Every day is different: You work in an exciting environment with diverse challenges in a changing market.
- We stand by your side: Experienced finance and insurance specialists support you at any time with professional questions.
- Unleash your potential: Take advantage of the wide range of our training center to continuously develop yourself.
What We Expect
You bring experience in the finance or insurance industry and have a strong understanding of your clients' concerns. You take responsibility and appreciate the trust placed in you.
What you should bring:
- Expertise in the areas of retirement planning, finance, and insurance, as well as the ability to apply this knowledge effectively.
- A strong customer orientation with a passion for developing individual solutions.
- Organizational skills and a self-reliant working style to manage your tasks efficiently.
- High commitment to succeed together with your team.
- Very good German language skills to ensure flawless communication.
- Completed basic training, ideally already a VBV certification, and a high willingness to learn.
- Being rooted in the Zurich-East region, around Volketswil, is an advantage to expand your client network.
Curious?
Then we look forward to making a difference together with you – in a job that is as individual as the people you meet.
