Hybrid Customer Advisor, Insurance & Pension Management – Field Sales

Posted 3 hours ago

Apply now

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

Customer Advisor, Insurance & Pension Management – Field Sales

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job