Manage clients' individual insurance needs in the area of pension and retirement provision
Serve as the point of contact on matters of occupational and private retirement provision for our client base
Provide ongoing portfolio management for our corporate and private clients
Take responsibility for the complete, ideally case-closing processing of cases
Work closely with our internal office team and independently conduct annual review meetings
Present proposals in the area of corporate benefits concepts
Expand the network through targeted sales activities and be responsible for acquiring new clients

Completed vocational qualification as an Insurance and Financial Services Specialist (m/f/d), a relevant university degree, or equivalent
Alternatively, career changers with appropriate expertise are welcome
A passion for customer service and close client relationships
A strong commitment to customer satisfaction
Comfortable with a team-oriented "we" mentality and our family-like working environment

Insurance Advisor – Pension & Retirement Management (Field Sales)

Key skills