Insurance Consultant – Insurance, Pension & Retirement Planning, Field Sales
BüchnerBarella Unternehmensgruppe
full-time
Posted on:
Location Type: Hybrid
Location: Bielefeld • Germany
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About the role
- Manage clients' individual insurance needs
- Serve as the point of contact for occupational (company) and private retirement provision matters
- Provide ongoing servicing for corporate and private clients
- Responsible for full processing of transactions/cases
- Work closely with the internal office team
- Conduct annual review meetings independently
- Advise on corporate benefits programs
- Expand your network through sales activities
- Acquire new customers
Requirements
- Completed vocational training as an insurance and financial services clerk (Kaufmann für Versicherungen und Finanzanlagen), a relevant university degree, or an equivalent qualification
- Alternatively, career changers with relevant expertise are welcome
- Passion for client service and building close customer relationships
- Strong commitment to customer satisfaction
- Comfortable working in a family-oriented environment
Benefits
- Permanent (open-ended) employment contract
- 33 days of annual leave
- Flexible working hours and flex days
- Occupational pension plan and company health insurance
- Company bike (JobRad bike leasing)
- Corporate benefits (employee discounts)
- 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 processingfinancial servicesclient managementtransaction processingcorporate benefits advising
Soft Skills
client servicecustomer relationship buildingcommitment to customer satisfactionindependent worknetwork expansion
Certifications
vocational training as an insurance and financial services clerkrelevant university degreeequivalent qualification