Insurance Advisor, Pension/Retirement Provision Management, Field Sales
BüchnerBarella Unternehmensgruppe
full-time
Posted on:
Location Type: Hybrid
Location: Baden-Baden • Germany
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About the role
- Assess individual insurance needs of our clients in the area of retirement provision
- Serve as a point of contact for company and private retirement provision topics for our client base
- Manage the portfolio of our corporate and private clients
- Complete handling of cases, aiming for case closure where possible
- Close cooperation with our internal/inside sales team and independently conduct annual review meetings
- Advise on and propose corporate benefit concepts
- Expand the network through targeted sales activities and new client acquisition
Requirements
- Completed vocational training as an insurance and financial services clerk, a relevant university degree, or an equivalent qualification
- Alternatively, career changers with relevant expertise are welcome
- Passion for client care and a strong commitment to customer satisfaction
- Comfortable with a team-oriented 'we' mentality and our family-like working environment
Benefits
- Permanent (open-ended) employment contract
- 33 days of annual leave
- Flexible working hours and flex days
- Company pension scheme and employer-sponsored health insurance
- Company bike (bike leasing program)
- Corporate benefits
- Employer-funded disability insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance needs assessmentretirement provisioncase managementcorporate benefit conceptsclient portfolio managementsales activitiesclient acquisition
Soft Skills
client carecustomer satisfactionteam-oriented mentalitycommunicationrelationship building
Certifications
vocational training in insurance and financial servicesrelevant university degree