Insurance Executive providing expert customer support via phone and email for Hiscox UK. Assisting with insurance quotes, policy adjustments, and enhancing customer outcomes.
About the role
- Financial consultant providing advisory services for clients' financial needs. Engaging with existing clients to support their financial decisions through online consultations.
Responsibilities
- Conduct online consultations via Google Meet on topics such as occupational disability insurance, investments, retirement planning and family finances.
- Prepare and follow up on client appointments, including creating clear recommendations.
- Analyze the financial situation of prospects and existing clients.
- Create tailored financial and protection plans that fit clients' lives.
- Maintain and document all relevant client data in our CRM system.
- Actively manage our existing clients, including regular check-ins regarding life events and opportunities for optimization.
- Handle qualified prospect inquiries that come through webinars, referrals or our website — no cold calling.
- Work closely within a small team, including exchanging expertise, optimizing processes and helping shape a modern advisory culture.
Requirements
- Professional experience in financial or insurance consulting, e.g., as a broker, in structured sales/distribution, or as an advisor at an insurer or bank.
- Strong communication skills and enjoyment in explaining complex topics clearly.
- Digital affinity and enthusiasm for modern online advisory using professional tools.
- Structured and reliable work style, even during periods with many client appointments.
- Friendly, respectful manner toward clients and colleagues.
Benefits
- Hybrid working: After your onboarding, you can flexibly choose between our Potsdam office and working from home.
- Flexible working hours: We'll agree on a schedule that fits your life.
- No cold calling: You'll receive qualified existing clients and warm leads — no cold outreach or sales pressure.
- Continuing education included: You will receive a personal development budget (time & money) for professional training, coaching and specializations of your choice.
- Modern processes & tools: Digital advisory, clearly structured workflows and AI-supported assistance.
- Family-like, appreciative work environment: Small team, direct collaboration and plenty of room for your own ideas.
- Performance-based bonus in addition to a fixed salary.
- Permanent employment contract after the probationary period.
- Individual vacation arrangements — we take your personal preferences into account when planning time off.
- Office benefits: Modern workspaces, good transport links, coffee, tea, water and a calm atmosphere.
- Team events: Shared activities to strengthen cohesion and have fun.
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