Insurance Consultant providing comprehensive advisory services to clients in Bielefeld. Focusing on retirement planning and customer satisfaction in a hybrid work environment.
Responsibilities
Manage clients' individual insurance needs
Serve as the point of contact for occupational (company) and private retirement provision matters
Provide ongoing servicing for corporate and private clients
Responsible for full processing of transactions/cases
Work closely with the internal office team
Conduct annual review meetings independently
Advise on corporate benefits programs
Expand your network through sales activities
Acquire new customers
Requirements
Completed vocational training as an insurance and financial services clerk (Kaufmann für Versicherungen und Finanzanlagen), a relevant university degree, or an equivalent qualification
Alternatively, career changers with relevant expertise are welcome
Passion for client service and building close customer relationships
Strong commitment to customer satisfaction
Comfortable working in a family-oriented environment
Benefits
Permanent (open-ended) employment contract
33 days of annual leave
Flexible working hours and flex days
Occupational pension plan and company health insurance
Company bike (JobRad bike leasing)
Corporate benefits (employee discounts)
Employer-funded occupational disability insurance
Job title
Insurance Consultant – Insurance, Pension & Retirement Planning, Field Sales
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