Kundenberater für einen unabhängigen Versicherungsmakler, der bestehenden Kunden betreut und ein eigenes Portfolio aufbauen möchte. Fokussiert auf ehrliche, nachhaltige Beratung ohne Verkaufsdruck.
About the role
- Kundenberater für bestehende Kunden im Finanzdienstleistungsbereich. Fokus auf langfristige Kundenbeziehungen und nachhaltige Beratung ohne Verkaufsdruck.
Responsibilities
- Advising and managing an existing client portfolio
- Building and developing your own client base and book of business
- Comprehensive analysis of clients' insurance and retirement planning needs
- Sustainable development of the book, especially through referrals and personal recommendation networks
- Prospectively: involvement in joint acquisitions of additional client portfolios
Requirements
- Qualification in the insurance or financial services sector (e.g., Certified Insurance Specialist, Clerk for Insurance & Finance) or several years of experience in client advisory
- Commitment to long-term client relationships rather than short-term sales pressure
- Independent, structured way of working
- Entrepreneurial mindset and interest in sustainable wealth accumulation
- Professional demeanor
Benefits
- 50/50 commission split – transparent, fair and partnership-oriented
- Takeover of an existing client book (no pure cold calling)
- All newly acquired clients (e.g., through referrals) permanently belong to the individual advisor and are added to their personal book
- Long-term build-up of recurring income from your own book
- Close collaboration on equal footing with entrepreneurial freedom
- Opportunity for equity participation in the company with successful cooperation
- Joint growth strategy including planned portfolio acquisitions
- Flexible working arrangements (office / hybrid / home office – by arrangement)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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