About this role

Advising clients on mortgage financing, insurance and installment loans.
Responding to clients' needs with clear, comprehensive advice delivered on an equal footing.
Acting independently and in a goal-oriented manner in client support.

Several years of professional experience, e.g., as an insurance salesperson/insurance clerk or as a clerk for insurance and finance.
A consummate sales professional — your strong communication skills help you pursue and achieve ambitious targets.
Solid knowledge of insurance products.
First-class service, responsiveness and charm — on the phone and via video as well as in face-to-face meetings.

Broad product portfolio: With over 600 banking and insurance partners we offer extensive market coverage and outstanding terms for individually tailored insurance solutions.
An optimal environment for excellent career prospects: A strong brand and comprehensive, competent support from our professional central office staff lighten your workload.
A vibrant network and family-like cohesion: Close collaboration and continuous sharing of experience and best practices contribute to your success.

Insurance and Retirement Planning Specialist

Key skills