Recommended expert
Elio Marescalchi
Financial Advisor Trainee
Experience
Aug 2024 - Present
1 year 8 monthsBirsfelden, Switzerland
Financial Advisor Trainee
Swiss Life Select
- Advising private individuals and small and medium-sized businesses on retirement planning, insurance and investments
- Developing individual financial strategies
- Acquiring new clients
Jan 2023 - Dec 2024
2 yearsEimeldingen, Germany
Freelance Contractor
e-mare Company
- Developing digital learning content and online training
- Client consulting and project management
Nov 2019 - Jun 2023
3 years 8 monthsBasel, Switzerland
Financial Advisor / Trainer / Planner / Developer
MEV Schweiz AG
- Customer support
- Planning training courses and trainers
- Client acquisition and contact
- Social Media
- Development of learning materials
- Customer calls via telephone
Feb 2011 - Jun 2023
12 years 5 monthsBasel, Switzerland
Freight Train Driver / Security Officer in Rail Operations
MEV Schweiz AG
- Worked as a train driver and security officer in rail operations
Industries Experience
See where this freelancer has spent most of their professional time. Longer bars indicate deeper hands-on experience, while shorter ones reflect targeted or project-based work.
Experienced in Transportation (12.5 years), Education (5 years), Professional Services (2 years), and Insurance (1.5 years).
Transportation
Education
Professional Services
Insurance
Business Areas Experience
The graph below provides a cumulative view of the freelancer's experience across multiple business areas, calculated from completed and active engagements. It highlights the areas where the freelancer has most frequently contributed to planning, execution, and delivery of business outcomes.
Experienced in Logistics (12.5 years), Operations (12.5 years), Customer Service (5 years), Product Development (5 years), Marketing (3.5 years), and Project Management (2 years).
Logistics
Operations
Customer Service
Product Development
Marketing
Project Management
Summary
Consultant with strong practical experience, digital skills and a keen sense for customer needs.
Many years of experience in adult education and project management.
Active since 2024 in insurance and pension advice – aiming to develop holistic and sustainable solutions.
Skills
- Financial Consulting
- Trainer / Planner / Developer
- Customer Support
- Planning Training And Courses
- Trainer / Customer Acquisition / Customer Contact
- Social Media
- Development Of Learning Materials
- Customer Calls Via Telephone
- Adobe Photoshop
- E-learning Tools
- Ms Office
- Front-end
- Back-end
- Web Design
- Various Programming Languages
- Class B Driving License
- Volunteer Work As Board Member Of Minnesota Vikings Fans Germany E.v.
Languages
German
NativeEnglish
AdvancedItalian
AdvancedEducation
Sep 2007 - Feb 2011
Medam GmbH
Apprenticeship as an Industrial Mechanic · Lörrach, Germany
Sep 2001 - Jul 2007
August-Macke-Schule
Secondary School Diploma · Kandern, Germany
Certifications & licenses
Certified Insurance and Pension Advisor IAF
Swiss Life Select Switzerland
Course Instructor AdA FA-M1
klubschule Migros, Basel
SVEB Certificate Course Instructor
klubschule Migros, Basel
Class B Driving License
August-Macke-Schule, Kandern
Profile
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Frequently asked questions
Do you have questions? Here you can find further information.
Where is Elio based?
Elio is based in Eimeldingen, Germany.
What languages does Elio speak?
Elio speaks the following languages: German (Native), English (Advanced), Italian (Advanced).
How many years of experience does Elio have?
Elio has at least 15 years of experience. During this time, Elio has worked in at least 4 different roles and for 3 different companies. The average length of individual experience is 4 years and 9 months. Note that Elio may not have shared all experience and actually has more experience.
What roles would Elio be best suited for?
Based on recent experience, Elio would be well-suited for roles such as: Financial Advisor Trainee, Freelance Contractor, Financial Advisor / Trainer / Planner / Developer.
What is Elio's latest experience?
Elio's most recent position is Financial Advisor Trainee at Swiss Life Select.
What companies has Elio worked for in recent years?
In recent years, Elio has worked for Swiss Life Select, e-mare Company, and MEV Schweiz AG.
Which industries is Elio most experienced in?
Elio is most experienced in industries like Transportation and Logistics, Education, and Professional Services. Elio also has some experience in Insurance.
Which business areas is Elio most experienced in?
Elio is most experienced in business areas like Logistics, Operations, and Customer Service. Elio also has some experience in Product Development, Marketing, and Project Management.
Which industries has Elio worked in recently?
Elio has recently worked in industries like Transportation and Logistics, Education, and Professional Services.
Which business areas has Elio worked in recently?
Elio has recently worked in business areas like Logistics, Operations, and Customer Service.
What is Elio's education?
Elio attended Medam GmbH.
Does Elio have any certificates?
Elio has 4 certificates. Among them, these include: Certified Insurance and Pension Advisor IAF, Course Instructor AdA FA-M1, and SVEB Certificate Course Instructor.
What is the availability of Elio?
Elio is immediately available for suitable projects.
What is the rate of Elio?
Elio's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.
How to hire Elio?
To hire Elio, click the Meet button on the profile to request a meeting and discuss your project needs.
Average rates for similar positions
Rates are based on recent contracts and do not include FRATCH margin.
1000
750
500
250
Market avg: 770-930 €
Market avg: 770-930 €
The rates shown represent the typical market range for freelancers in this position based on recent contracts on our platform.
Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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