Insurance Specialist, Sales Advisor – Private Pension Solutions
Zurich Insurance
full-time
Posted on:
Location Type: Office
Location: Frankfurt • 🇩🇪 Germany
Visit company websiteJob Level
Mid-LevelSenior
About the role
- You will support financial and bank advisors as well as multipliers at the Frankfurt location on technical and sales-related questions regarding private pension provision — by phone and in writing
- Use your expertise to assist with the use of advisory journeys and digital advisory tools
- You will be offered a broad and responsible role in which you develop individual customer solutions using our diverse product portfolio and innovative tools
- In this role you are responsible for guiding complex contract arrangements and cross-selling approaches, for example in competitive comparisons, high-volume transactions or intergenerational wealth transfers
- You will have the opportunity to contribute to the development and quality assurance of sales and training materials and to participate actively in the design and process implementation of marketing and sales campaigns — including interface management between sales, specialist departments and sales support
Requirements
- Team-player mentality, confident and structured working style, entrepreneurial thinking and high resilience
- Sales affinity, service orientation and strength in telephone-based advisory
- Independent, self-directed and solution-oriented working style and an affinity for digital media
- Insurance-specific expertise (private pension provision, basic knowledge of direct insurance, private property insurance) and good MS Office skills
- Completed vocational training as an insurance clerk or qualification as an Insurance Specialist (Versicherungsfachwirt/in)
Benefits
- Flexible working arrangements to enable an optimal balance between on-site and home-based work
- Numerous training and learning opportunities to stay effective in your daily work and to support individual development
- We support your career planning from potential analysis through to individual development measures
- A modern, open and transparent working environment that fosters creativity and cross-team collaboration
- A diverse health offering to support a healthy work–life balance, from on-site group fitness to virtual mindfulness training at home
- Bike leasing, discounted Germany public transport ticket (Deutschlandticket) and other attractive benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
advisory journeysdigital advisory toolscontract arrangementscross-sellingsales materials developmentquality assurancemarketing campaignssales campaignsMS Office
Soft skills
team-player mentalitystructured working styleentrepreneurial thinkinghigh resiliencesales affinityservice orientationtelephone-based advisoryindependent working stylesolution-orientedaffinity for digital media
Certifications
vocational training as an insurance clerkqualification as an Insurance Specialist