BüchnerBarella Unternehmensgruppe

Insurance Advisor, Pension & Provision Management, Field Sales

BüchnerBarella Unternehmensgruppe

full-time

Posted on:

Location Type: Hybrid

Location: Freiburg im Breisgau • Germany

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About the role

  • You take care of the individual insurance needs of our clients in the area of pension and retirement provision
  • You serve as the point of contact for topics related to occupational (company) and private retirement provision for our client base
  • You handle portfolio servicing for our corporate and private clients
  • You are responsible for the complete, as far as possible case-closing, processing of matters
  • You work closely with our internal service team and independently conduct annual review meetings
  • You advise on and present proposals for corporate benefit concepts (focus: company pension schemes – bAV, company health insurance – bKV, occupational income protection and time accounts)
  • You expand our network through targeted sales activities and are responsible for acquiring new clients

Requirements

  • Completed vocational training as an Insurance and Financial Services Clerk (Kaufmann für Versicherungen und Finanzanlagen), a relevant university degree or equivalent qualifications
  • Alternatively, career changers with relevant expertise are welcome
  • A strong passion for customer service and close client relationships
  • Comfortable working with a team-oriented mindset and in our family-like working environment
Benefits
  • Permanent employment contract
  • 33 days of annual leave
  • Flexible working hours (flextime) and flex days
  • Company pension plan and employer-sponsored health insurance
  • Job-Rad (company bike leasing)
  • Corporate benefits
  • 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 provisionretirement provisionportfolio servicingcase processingcorporate benefit conceptscompany pension schemescompany health insuranceoccupational income protectionsales activities
Soft Skills
customer serviceclient relationship managementteam-oriented mindsetindependent workcommunicationadvisory skillspresentation skillsnetwork expansionproblem-solvingcollaboration
Certifications
Insurance and Financial Services Clerk