Hybrid Insurance and Retirement Planning Advisor – Permanent Position

Posted 8 hours ago

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About the role

  • Berater:in für Versicherung und Vorsorge in Lübeck mit Fokus auf Baufinanzierung und individuelle Lösungen. Unterstützung durch ein breites Netzwerk und kompetente Mitarbeitende im Team.

Responsibilities

  • Advising with a focus on mortgage financing, insurance, and installment loans.
  • Acting independently and in a goal-oriented manner throughout the advisory process.
  • Supported by skilled colleagues and close collaboration within the team.

Requirements

  • Several years of professional experience, e.g. in sales or as an insurance and finance specialist.
  • Strong communication skills and a target-oriented mindset.
  • Enthusiasm for sound expertise, first-class service, speed, and charm — both on the phone and via video as well as in face-to-face meetings on site.

Benefits

  • Broad product portfolio: With over 600 bank and insurance partners, we offer extensive market coverage and excellent conditions for individually tailored insurance solutions.
  • An optimal environment for the best prospects: A strong brand and comprehensive, professional support from our head office staff take work off your shoulders so you can fully focus on advising clients.
  • A vibrant network and family-like cohesion: Close exchange among colleagues and continuous sharing of experiences and best practices contribute to your success.

Job title

Insurance and Retirement Planning Advisor – Permanent Position

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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