BüchnerBarella Unternehmensgruppe

Insurance Advisor, Retirement Provision Management – Field Sales

BüchnerBarella Unternehmensgruppe

full-time

Posted on:

Location Type: Hybrid

Location: Bielefeld • Germany

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About the role

  • Manage the individual insurance needs of our clients in the area of retirement provision
  • Serve as the point of contact for occupational and private retirement provision matters for our client base
  • Take responsibility for the portfolio management of our corporate and private clients
  • Be responsible for processing cases completely and, where possible, to a case-closing resolution
  • Conduct annual review meetings independently
  • Provide advice and proposals on corporate benefit concepts
  • Acquire new customers through targeted sales activities

Requirements

  • Completed vocational training as an Insurance and Financial Services Clerk (m/f/d), a relevant university degree, or equivalent
  • Alternatively, convince us as a career changer with relevant expertise
  • A passion for customer service and building close customer relationships; committed to customer satisfaction
  • A collaborative team player who feels comfortable in our family-like work environment and embraces a 'we' mentality
Benefits
  • Permanent employment contract
  • 33 days of annual leave
  • Flexible working hours and flex days
  • Company pension scheme and company health insurance
  • Company bike (bike leasing program)
  • 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.

Soft Skills
customer servicecustomer relationship buildingcollaborationteam playercommitment to customer satisfaction
Certifications
Insurance and Financial Services Clerk