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Working as a... Working as an Insurance Customer Adviser
Together, we want to rethink customer advice: human, responsible and comprehensive. As a financial partner, you will support your customers at every milestone in their lives. Are you interested? Find out more about the job here!
Become the reliable contact in your region

As an Insurance Customer Adviser, you accompany your customers through the most important milestones in their lives - from choosing tailor-made insurance and pension solutions to financing their own home and planning their retirement. You are their reliable partner, supporting them with expertise, empathy and vision.

Our head office is located in the heart of Basel, right next to the SBB railroad station. With our 97 agencies, we are firmly established throughout Switzerland. Would you like to make a difference in your region? Become a financial partner and make a difference - where you are at home!

Requirements for Insurance Customer Adviser

Your motivation matters!

You enjoy going the extra mile and thriving on challenges - all in order to better understand, accompany and support your customers. At Baloise, we attach great importance to team play: this is the only way you can benefit from the knowledge of your colleagues at the general agency and build valuable bridges to the banking business. Your willingness to learn and your interest in the world of insurance are important. You don't shy away from complexity and are willing to acquire new knowledge - this is exactly the “Together we can do it!” mentality we are looking for.

With our practical training and further education courses, we support you in establishing yourself as a successful financial advisor.

Strong communication skills
  • Approach people openly: You are not afraid to approach others - be it in meetings, at events or in day-to-day interactions. You can build relationships quickly and create an open, pleasant atmosphere for conversation.

  • Explain complex topics clearly: Whether complicated technical terms or abstract concepts - you always find the right words to make content understandable for your counterpart. Your talent lies in communicating even difficult topics in a clear and structured way.

  • Persuasiveness & empathy: You communicate precisely and get to the heart of your messages. This enables you to inspire others with your ideas and argue convincingly.

Customer and service focus
  • Build long-term relationships: You are a reliable contact who creates long-term satisfaction and loyalty.

  • Responsiveness & commitment: You respond quickly to inquiries, find efficient solutions and deliver what you promise. In this way, you ensure a high level of customer satisfaction and professional collaboration.

Self-reliance & initiative
  • Motivated, flexible & solution-oriented: You stay motivated even when faced with challenges and find creative solutions. You adapt flexibly to new situations and don't look for problems, but for ways to overcome them.

  • Clear goals & structured implementation: You set yourself realistic but ambitious goals and work towards them with a clear strategy. Your self-organization helps you to work efficiently and purposefully.

  • Take personal responsibility: You organize your day-to-day work independently and know exactly how to prioritize your tasks. You make decisions independently and proactively drive projects forward.

Apply now and become a financial partner! Click here for the job list
Entry opportunities: Your career path with us

Industry-experienced consultants

  • Do you already know the finance and insurance industry and have experience in advising clients? Then you can contribute your expertise and strengthen our team with your knowledge.
  • We offer you attractive development prospects and the opportunity to further expand your network

Career changers

  • Have you already gained professional experience in another area and would like to reorient yourself? No problem!
  • We offer you a structured induction and targeted further training so that you can make the most of your talent for consulting and customer service. Your ability to inspire people and develop tailor-made solutions is our priority.

Graduates

  • Have you completed your studies and want to put your knowledge to practical use in an exciting professional field?
  • We will support you in your entry into financial consulting and help you to further develop your professional and personal skills.

«What I particularly enjoy about my job is being able to accompany customers through their entire lives - whether it's their first home, a lost suitcase on a trip around the world or buying a house. I want to be the direct contact person for customer concerns - without inhibitions and with a lot of trust.»

Education and training

We offer comprehensive training for  Insurance Customer Advisers - from basic training to advanced specializations. Our basic training lasts six months and takes you through various modules in the areas of insurance, consulting, pensions and financial planning.

Specialized further training and career paths up to expert level are also available. Our learning model, which combines self-study with online and face-to-face teaching, prepares you optimally for your role.

Take the opportunity to continuously expand your knowledge and actively shape your career!

Our culture and the way we treat each other make us special. But we know that: Attractive benefits are also a decisive factor. That's why we offer you a wide range of benefits that will enrich your everyday working life.

Discover the benefits!
Questions & Answers

Do you have any questions? We have the answers! Here you can find out everything you need to know about your career as an Insurance Customer Adviser.

What exactly does an Insurance Customer Adviser do?

As an Insurance Customer Adviser, you are the person of trust for your customers and guide them through important financial decisions - from insurance and pension solutions to financing their own home and pension planning. You work independently, flexibly and build lasting customer relationships while finding individual solutions for different life situations.

Do I need any prior knowledge of finance?

We offer comprehensive training and further education to prepare you optimally for your job.

How flexible is working as an Insurance Customer Adviser?

You can largely organize your own working hours. When, where and how you work depends on your personal goals and customer needs.

How do I find my first customers?

First, you will look after our existing customers in your region. Then it's about actively building up your customer network. Your goal is to build trust, actively ask about their needs and provide them with the best possible support. Satisfied existing customers are the best advertisement and can recommend you to others.

Still have questions? Write to us directly!
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