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“I wanted to use my knowledge with customers.”

Daniele Tarantino from the Principal Agency in Oberwil, BL, has experienced working for Helvetia from various perspectives during his career to date. By changing from internal service to the sales force, he was able to fulfil his wish to work more closely with customers.

11 July 2018, author: Anne Forster, photo: Mirjam Arnold

Daniele Tarantino sits at a desk and smiles at the camera.
Following an apprenticeship taster at Helvetia, Daniele Tarantino was convinced he was in the right place.

 

Following an apprenticeship taster at Helvetia, Daniele Tarantino was convinced he was in the right place. “In my view, the combination of a high level of professionalism and interpersonal relationships is still the crucial factor for the good and loyal collaboration.”

Desire for customer contact

Following the apprenticeship, he first moved to the Mortgage department, where he completed further education alongside his work, qualifying as a financial advisor certified by the IAF Association for Continuous Education in the Financial Industry. “I wanted to use my knowledge directly with customers”, says Daniele with reference to his switch from internal service to the Principal Agency. Knowledge of processes and structures as well as the network he had established not only made the change easier but also ensured the 360° advice of his customers.

Online complemented by offline

“You have to be curious and open to new things”, says Daniele in relation to the constant change in the insurance industry. The innovative options that Helvetia offers are among the things that make sales and advising customers fun: personal contact can be enhanced with online advice, and new customer relationships can be established via social media channels. To ensure competent advice, this is as much a part of Daniele’s varied everyday work as visits to customers and agents or the organisation of customer events with the Principal Agency.

Contact is everything

Daniele is very aware of the importance and value of maintaining contact with customers for insurance and pension advisors. He also considers networking with Helvetia internal service colleagues to be equally important and valuable. For that reason, he values the various interdepartmental social events held at Helvetia.

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