Insurance and Financial Services Advisor
wirversicherndich.de
full-time
Posted on:
Location Type: Hybrid
Location: Sonneberg • Germany
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About the role
- 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
- 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
- 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)
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