Insurance Advisor, Retirement Provision Management – Field Sales

Role Overview

• Manage the individual insurance needs of our clients in the area of retirement provision
• Serve as the point of contact for occupational and private retirement provision matters for our client base
• Take responsibility for the portfolio management of our corporate and private clients
• Be responsible for processing cases completely and, where possible, to a case-closing resolution
• Conduct annual review meetings independently
• Provide advice and proposals on corporate benefit concepts
• Acquire new customers through targeted sales activities

Requirements

• Completed vocational training as an Insurance and Financial Services Clerk (m/f/d), a relevant university degree, or equivalent
• Alternatively, convince us as a career changer with relevant expertise
• A passion for customer service and building close customer relationships; committed to customer satisfaction
• A collaborative team player who feels comfortable in our family-like work environment and embraces a 'we' mentality

Benefits

• Permanent employment contract
• 33 days of annual leave
• Flexible working hours and flex days
• Company pension scheme and company health insurance
• Company bike (bike leasing program)
• Corporate benefits
• Employer-funded occupational disability insurance