Insurance Advisor, Pension/Retirement Provision Management, Field Sales
BüchnerBarella Unternehmensgruppe
full-time
Posted on:
Location Type: Hybrid
Location: Baden-Baden • 🇩🇪 Germany
Visit company websiteJob Level
Mid-LevelSenior
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
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