BüchnerBarella Unternehmensgruppe

Customer Advisor, Insurance & Pension Management – Field Sales

BüchnerBarella Unternehmensgruppe

full-time

Posted on:

Location Type: Hybrid

Location: Gießen • Germany

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About the role

  • Ensure customer satisfaction in the area of pension and retirement provision
  • Serve as a point of contact for company (occupational) and private pension matters
  • Manage existing portfolios for corporate and private clients
  • Handle and process client matters from start to finish
  • Independently conduct annual review meetings
  • Provide advice on corporate benefits programs

Requirements

  • Completed vocational training as an insurance and financial services specialist or a relevant university degree, or equivalent qualifications
  • Alternatively, career changers with relevant expertise are welcome
  • A passion for client service and a customer-focused approach
  • Comfortable working with a "team-first" mindset and in our family-style working environment
Benefits
  • Permanent (open-ended) employment contract
  • 33 days of annual leave
  • Flexible working hours and flex days
  • Company pension scheme and employer-supported health insurance
  • Bike lease program (JobRad)
  • Corporate benefits program
  • Employer-funded occupational disability insurance (income protection)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
pension provisionretirement provisionportfolio managementclient managementannual review meetingscorporate benefits programs
Soft Skills
customer satisfactionclient servicecustomer-focused approachteam-first mindset
Certifications
insurance and financial services specialist