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Mortgage Advisor Refinancing Part-time/Full-time

Helvetia Versicherungen

Employment type
Full-time
Location
Dübendorf
Company
Helvetia Versicherungen, Zürichstrasse 130, 8600 Dübendorf
First posted
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50-100% Setting new standards together and shaping the future - for us, this means more than just working through tasks. Here, you will 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 Holistic and independent advice for private customers and employees regarding real estate financing (EFH, STWE, and MFH) - online, by telephone, and personally on-site Addressing, accompanying, and supporting through the entire financing process - from the initial consultation to the payout - for refinancings, increases, as well as replacement procurements Creating property valuations and capitalization assessments (WUP and IAZI) Development of sustainable and individual financing solutions including tax aspects, amortization strategies, and pension topics (2nd and 3rd pillar) Active solution finding and condition negotiations with financial partners on behalf of and in the interest of the customers Identifying customer needs in connection with insurance solutions and forwarding them to insurance advisors Ensuring an efficient and smooth financing process - from initial contact to completion What you bring Commercial training or higher vocational training in the financial sector (HF, FH or comparable) Several years of experience in mortgage advisory at a bank, insurance company, or financial intermediary Confidence in handling complex financing solutions as well as enjoyment in the combination of consulting and sales Strong negotiation skills and proficient German language skills, other language skills (English, ösisch or Italian) are a plus High customer and service orientation as well as a winning, communicative personality with digital affinity Independent, structured, and reliable way of working with a high quality standard 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 Fiegele Recruiting Partner Your supervisor Celina Antonucci Teamleiterin Hypothekarberatung Refinanzierungen Hypothekarberater Refinanzierungen (w/m/d) Teilzeit/Vollzeit 50-100% Setting new standards together and shaping the future - for us, this means more than just working through tasks. Here, you will 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 Holistic and independent advice for private customers and employees regarding real estate financing (EFH, STWE, and MFH) - online, by telephone, and personally on-site Addressing, accompanying, and supporting through the entire financing process - from the initial consultation to the payout - for refinancings, increases, as well as replacement procurements Creating property valuations and capitalization assessments (WUP and IAZI) Development of sustainable and individual financing solutions including tax aspects, amortization strategies, and pension topics (2nd and 3rd pillar) Active solution finding and condition negotiations with financial partners on behalf of and in the interest of the customers Identifying customer needs in connection with insurance solutions and forwarding them to insurance advisors Ensuring an efficient and smooth financing process - from initial contact to completion What you bring Commercial training or higher vocational training in the financial sector (HF, FH or comparable) Several years of experience in mortgage advisory at a bank, insurance company, or financial intermediary Confidence in handling complex financing solutions as well as enjoyment in the combination of consulting and sales Strong negotiation skills and proficient German language skills, other language skills (English, ösisch or Italian) are a plus High customer and service orientation as well as a winning, communicative personality with digital affinity Independent, structured, and reliable way of working with a high quality standard 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 Fiegele Recruiting Partner Your supervisor Celina Antonucci Teamleiterin Hypothekarberatung Refinanzierungen jpid559c270jm jit0833jm jiy26jm

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Posted 5 days ago

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