Insurance Advisor – Pension & Retirement Planning (Field Sales)
BüchnerBarella Unternehmensgruppe
full-time
Posted on:
Location Type: Hybrid
Location: Bielefeld • Germany
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About the role
- Assess individual insurance needs of clients in the area of retirement and pension provision
- Act as a point of contact for occupational and private retirement provision matters for our client base
- Manage and maintain portfolios of corporate and private clients
- Handle cases comprehensively, aiming for case closure where possible
- Work closely with the internal office/support team and independently conduct annual review meetings
- Advise on and propose solutions within the scope of corporate benefits concepts
Requirements
- Completed training as an insurance and financial services specialist (Kaufmann für Versicherungen und Finanzanlagen) or a relevant university degree or equivalent
- Alternatively, career changers with appropriate expertise are welcome
- Enjoy providing customer service and building close client relationships; committed to delivering customer satisfaction
- Comfortable working with a team-first mindset and within our family-like work environment
Benefits
- Permanent (open-ended) employment contract
- 33 days of paid vacation
- Flexible working hours and flex days
- Company pension scheme and company health insurance
- Company bike (JobRad)
- Corporate benefits program
- Employer-funded occupational 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 assessmentpension provisionportfolio managementcase handlingannual review meetingscorporate benefits concepts
Soft Skills
customer serviceclient relationship buildingcustomer satisfactionteamworkindependence
Certifications
insurance and financial services specialist