Onsite Insurance and Pension Specialist, m/f/d

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About the role

  • Insurance specialist advising clients on tailored insurance solutions at Dr. Klein. Focusing on customer needs with professional support from a strong brand.

Responsibilities

  • Provide personalized, customer-focused advice on an equal footing.
  • Act independently and with a results-oriented approach.
  • Acquire and advise clients in the areas of mortgage financing and insurance.
  • Close collaboration within the team and sharing of experience and best practices.

Requirements

  • Several years of professional experience, e.g., as an insurance specialist/insurance clerk or as a clerk for insurance and finance.
  • Strong sales orientation and excellent communication skills.
  • Sound expertise and a commitment to delivering first-class customer service in advisory situations.

Benefits

  • Extensive product portfolio: With over 400 banking and insurance partners, we offer broad market insight and outstanding terms for individually tailored insurance solutions.
  • An optimal environment for success: A strong brand and comprehensive, competent support from our professional central office staff take work off your plate so you can fully focus on advising clients.
  • A vibrant network and family-like cohesion: Close exchange among colleagues and the continuous sharing of experiences and best practices contribute to your success.

Job title

Insurance and Pension Specialist, m/f/d

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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