Client advisor at Allianz Suisse

Security that fits your life.

Personal advice on insurance, pensions and wealth. With heart, clarity and solutions that truly suit you.

Book a call Services
Portrait of Sabrina Jochum in a red blazer

I support people with heart and understanding.

As an insurance and pension advisor at Allianz Suisse, I value trust, clarity and individual solutions. I listen, explain things clearly and take time for your questions.

I gained my first experience in the insurance industry in 2018 at CONCORDIA. In November 2026 I will complete my training as a certified financial advisor (Dipl. Finanzberaterin IAF), after which I can also support you comprehensively with your financial and wealth planning.

Certified
Insurance intermediary VBV
From November 2026
Dipl. Finanzberaterin IAF
Region
All of Switzerland, mainly Central Switzerland and Zug

How I can help you

Insurance

I review your existing policies, point out gaps and duplicate costs, and stand by your side when you need to make a claim.

Pensions

Pillar 3a and 3b as well as risk cover for death and disability, tailored to your family and your stage of life.

Wealth, Financial Advice & Mortgages

Savings goals, building wealth and the right mortgage, with a clear and realistic plan.

SMEs & Corporate Clients

Tailored solutions for your company and your employees, from property to group insurance.

How we work together

  1. Get to know

    A no-obligation conversation about your situation, your plans and your concerns.

  2. Analyse

    I sort through your existing contracts and show clearly what fits and what is missing.

  3. Support

    Joint implementation and regular reviews whenever your life changes.

Experience

Professional experience

  1. 2024 to present

    Field client advisor

    Allianz Suisse. Advising individual and corporate clients on insurance, pensions and wealth.

  2. 2023

    Claims assessment

    CONCORDIA, Lucerne

  3. 2022 to present

    Service and hospitality, part-time

    Grand Casino Luzern (Dolce Vita, Restaurant Olivo) and Sapori’s Rotkreuz. Hospitality with passion.

  4. 2018 to 2020

    Client advisor, previously intern

    CONCORDIA, Lucerne. Advising policyholders, preparing quotes and acquiring new clients.

Education

  1. 2026

    Dipl. Finanzberaterin IAF

    Mendo AG, graduating in November 2026

  2. 2021 to 2023

    Business Administration (BBA)

    Lucerne University of Applied Sciences and Arts (HSLU)

  3. 2021

    Federal vocational baccalaureate in business

    KBZ Kaufmännisches Bildungszentrum Zug

  4. 2019

    Commercial apprenticeship (Kauffrau EFZ)

    Benedict Schulen Schweiz

Qualifications

Insurance intermediary VBV

Swiss Insurance Education Association (VBV), 2025. The recognised industry standard for qualified advice in Switzerland.

Private client advisor

Allianz Suisse, 2024

SME Performance Package

Allianz Suisse, 2025

Advice in two languages

  • German & Swiss GermanNative
  • EnglishBusiness fluent

Let’s talk.

Leave your number and a time that suits you, and I will call you back.

  • Free and without obligation
  • Call back usually within one business day
  • For individuals and companies
QR code for Sabrina Jochum’s online consultation form at Allianz Suisse

Prefer to book online?

Choose your appointment yourself via my consultation form at Allianz Suisse, by QR code or link.

Open the online form

Request a call back

Takes less than a minute. All fields are required unless marked “optional”.

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For the confirmation and in case I can’t reach you by phone.

When suits you for a call back?

Preferred days optional

If you don’t choose, I will call on the next possible business day.

One or two sentences are enough, for example pensions, an insurance check or a mortgage.

I only use your details to handle your request. More in the privacy policy.