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BU
Hybrid Customer Advisor, Insurance & Pension Management – Field Sales
Posted last month
About the role
- Customer Advisor for Insurance focusing on pension management in Freiburg. Responsible for customer care and corporate benefit consulting.
Responsibilities
- You handle the individual insurance needs of our clients in the area of pension provision
- You act as the primary contact for occupational and private pension matters for our client base
- You are responsible for ongoing account management of our corporate and private clients
- You ensure full, as far as possible case-closing, processing of tasks and cases
- You work closely with our internal service team and independently conduct annual review meetings
- You advise on and propose corporate benefits concepts (focus: occupational pensions (bAV), company health insurance (bKV), occupational income protection, and time accounts)
- You expand our network through targeted sales activities and are responsible for acquiring new clients
Requirements
- Completed vocational training as an Insurance and Financial Services Specialist or a related university degree, or equivalent qualifications
- Alternatively, career changers with relevant expertise are welcome
- A passion for customer care and close client relationships
- A strong commitment to customer satisfaction
- Comfortable working with a team-oriented (“we”) mentality and in our family-like working environment
Benefits
- Permanent (open-ended) employment contract
- 33 days of paid vacation
- Flexible working hours and flex days
- Company pension plan and employer-sponsored health insurance
- Company bike leasing (JobRad)
- Corporate benefits
- Employer-funded occupational disability (income protection) insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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