Insurance and Financial Services Advisor

wirversicherndich.de

Kundenberater für bestehende Kunden im Finanzdienstleistungsbereich. Fokus auf langfristige Kundenbeziehungen und nachhaltige Beratung ohne Verkaufsdruck.

Posted 4/12/2026full-timeSonneberg • 🇩🇪 GermanyMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Advising and managing an existing client portfolio
Building and developing your own client base and book of business
Comprehensive analysis of clients' insurance and retirement planning needs
Sustainable development of the book, especially through referrals and personal recommendation networks
Prospectively: involvement in joint acquisitions of additional client portfolios

Requirements

What you’ll need

Qualification in the insurance or financial services sector (e.g., Certified Insurance Specialist, Clerk for Insurance & Finance) or several years of experience in client advisory
Commitment to long-term client relationships rather than short-term sales pressure
Independent, structured way of working
Entrepreneurial mindset and interest in sustainable wealth accumulation
Professional demeanor

Benefits

Comp & perks

50/50 commission split – transparent, fair and partnership-oriented
Takeover of an existing client book (no pure cold calling)
All newly acquired clients (e.g., through referrals) permanently belong to the individual advisor and are added to their personal book
Long-term build-up of recurring income from your own book
Close collaboration on equal footing with entrepreneurial freedom
Opportunity for equity participation in the company with successful cooperation
Joint growth strategy including planned portfolio acquisitions
Flexible working arrangements (office / hybrid / home office – by arrangement)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

client advisorylong-term client relationshipsindependent workingstructured workingentrepreneurial mindsetsustainable wealth accumulationprofessional demeanor

Certifications

Certified Insurance SpecialistClerk for Insurance & Finance