Onsite Insurance and Pension Specialist, m/f/d

Posted 7 hours ago

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About the role

  • Insurance Specialist providing consultations in financing and insurance at Dr. Klein. Focusing on customer satisfaction and professional support with an emphasis on teamwork.

Responsibilities

  • Advise mortgage/financing customers with immediate insurance needs.
  • Collaborate within the team and continuously share experiences.
  • Work independently and with a goal-oriented approach, providing comprehensive, respectful advisory services.

Requirements

  • Several years of professional experience, e.g., as an insurance specialist or insurance and finance clerk.
  • A salesperson through and through — your strong communication skills help you pursue ambitious targets.
  • Enthusiasm for serving customers with solid expertise, first-class service, speed, and charm — on the phone and via video as well as in face-to-face meetings on site.

Benefits

  • Broad product portfolio: With over 400 banking and insurance partners, we offer extensive market insight and excellent conditions for individually tailored insurance solutions.
  • An optimal environment for top success prospects: A strong brand and extensive, competent support from our professional central office staff take tasks off your plate so you can fully concentrate on advising clients.
  • A lively network and close-knit, family-like atmosphere: Frequent exchange and 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

Bachelor's Degree

Location requirements

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