Expert Pension and Wealth Region Engadin Part-time/Full-time

50-100% Setting new standards together and shaping the future - to us, this means more than just processing tasks. Here, you work with people who take responsibility, have high standards, and have the courage to forge new paths. With us, you will find an environment where trust and performance go hand in hand and your ideas, your initiative, and your contribution count. This gives you the opportunity to truly make a difference for our customers, your team, and your personal development. What you achieve Technical expertise: As a skilled insurance advisor with a focus on the pension and financial business, you know the industry and its products. You advise our customers, develop pension plans, support and empower our customer advisors, provide training, and are the first point of contact for questions regarding pension provision Market analysis: You conduct market analyses and develop market development strategies to identify and utilize potentials and opportunities in the area of pension and finance Expansion of pension and finance: You are there from the beginning and are significantly involved in building and shaping the area around insurance solutions in pension and wealth. The planning of marketing measures, their implementation, as well as controlling, are also part of your responsibility Building customer relationships: You establish contacts with companies, build long-term relationships, and steadily develop your customer portfolio Teamwork: As a member of our expert community for pension and wealth, you make a significant contribution to the technical and sales-related further development of these topics at Helvetia What you bring Expertise: You have a solid education or studies as well as several years of professional experience in the financial services industry Entrepreneurial spirit: You are enthusiastic and capable of inspiring others, enjoy building things up, and enjoy working with different stakeholders Communication skills: You are an excellent communicator and can convey complex issues in an understandable way Analytical thinking: You have a flair for numbers, think in networks, and possess organizational and planning strength Customer orientation: The satisfaction of your customers is important to you and you do everything possible to meet their needs in the best possible way Ready to inspire customers with passion and grow with us? Then use your talent purposefully and apply now! 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 to develop better solutions - for our customers as well as for us as a team. Contact Cajus Schuppli Recruiting Partner Your manager Sales Manager Expert (m/f/d) Pension and Wealth Region Engadin Part-time/Full-time 50-100% Setting new standards together and shaping the future - to us, this means more than just processing tasks. Here, you work with people who take responsibility, have high standards, and have the courage to forge new paths. With us, you will find an environment where trust and performance go hand in hand and your ideas, your initiative, and your contribution count. This gives you the opportunity to truly make a difference for our customers, your team, and your personal development. What you achieve Technical expertise: As a skilled insurance advisor with a focus on the pension and financial business, you know the industry and its products. You advise our customers, develop pension plans, support and empower our customer advisors, provide training, and are the first point of contact for questions regarding pension provision Market analysis: You conduct market analyses and develop market development strategies to identify and utilize potentials and opportunities in the area of pension and finance Expansion of pension and finance: You are there from the beginning and are significantly involved in building and shaping the area around insurance solutions in pension and wealth. The planning of marketing measures, their implementation, as well as controlling, are also part of your responsibility Building customer relationships: You establish contacts with companies, build long-term relationships, and steadily develop your customer portfolio Teamwork: As a member of our expert community for pension and wealth, you make a significant contribution to the technical and sales-related further development of these topics at Helvetia What you bring Expertise: You have a solid education or studies as well as several years of professional experience in the financial services industry Entrepreneurial spirit: You are enthusiastic and capable of inspiring others, enjoy building things up, and enjoy working with different stakeholders Communication skills: You are an excellent communicator and can convey complex issues in an understandable way Analytical thinking: You have a flair for numbers, think in networks, and possess organizational and planning strength Customer orientation: The satisfaction of your customers is important to you and you do everything possible to meet their needs in the best possible way Ready to inspire customers with passion and grow with us? Then use your talent purposefully and apply now! 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 to develop better solutions - for our customers as well as for us as a team.