Hybrid Online Advisor, Pensions & Wealth

Posted 2 weeks ago

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About the role

  • Online Adviser for financial services at Allnova AG utilizing digital tools for customer consulting. Focused on providing modern insurance solutions while developing and maintaining a client base.

Responsibilities

  • Build and manage your own client base
  • Provide advice in the areas of pensions, property/casualty insurance, finance and sustainability
  • Develop tailored solution concepts
  • Contribute to the ongoing development of our innovative advisory approach

Requirements

  • Completed VBV training or experience in the insurance/financial industry is an advantage
  • High degree of self-motivation and goal orientation
  • Enthusiasm for digital solutions and entrepreneurial thinking
  • Strong interpersonal skills, resilience and a touch of sales talent

Benefits

  • Own lead channels
  • Innovative app and digital advisory tools
  • Attractive compensation model
  • A young, supportive team with an open feedback culture
  • Room for growth, professional development and new ideas

Job title

Online Advisor, Pensions & Wealth

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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