Insurance consultant managing client needs and providing guidance on retirement planning. Engaging with clients and supporting them in their corporate and private insurance matters.
Responsibilities
Assess individual insurance needs of clients in the area of retirement and pension provision
Act as a point of contact for occupational and private retirement provision matters for our client base
Manage and maintain portfolios of corporate and private clients
Handle cases comprehensively, aiming for case closure where possible
Work closely with the internal office/support team and independently conduct annual review meetings
Advise on and propose solutions within the scope of corporate benefits concepts
Requirements
Completed training as an insurance and financial services specialist (Kaufmann für Versicherungen und Finanzanlagen) or a relevant university degree or equivalent
Alternatively, career changers with appropriate expertise are welcome
Enjoy providing customer service and building close client relationships; committed to delivering customer satisfaction
Comfortable working with a team-first mindset and within our family-like work environment
Benefits
Permanent (open-ended) employment contract
33 days of paid vacation
Flexible working hours and flex days
Company pension scheme and company health insurance
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