Onsite Insurance and Retirement Planning Specialist

Posted 2 hours ago

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About the role

  • Insurance Specialist advising clients on financing and insurance needs. Collaborating with over 600 partners to provide tailored insurance solutions.

Responsibilities

  • Advising clients on mortgage financing, insurance and installment loans.
  • Responding to clients' needs with clear, comprehensive advice delivered on an equal footing.
  • Acting independently and in a goal-oriented manner in client support.

Requirements

  • Several years of professional experience, e.g., as an insurance salesperson/insurance clerk or as a clerk for insurance and finance.
  • A consummate sales professional — your strong communication skills help you pursue and achieve ambitious targets.
  • Solid knowledge of insurance products.
  • First-class service, responsiveness and charm — on the phone and via video as well as in face-to-face meetings.

Benefits

  • Broad product portfolio: With over 600 banking and insurance partners we offer extensive market coverage and outstanding terms for individually tailored insurance solutions.
  • An optimal environment for excellent career prospects: A strong brand and comprehensive, competent support from our professional central office staff lighten your workload.
  • A vibrant network and family-like cohesion: Close collaboration and continuous sharing of experience and best practices contribute to your success.

Job title

Insurance and Retirement Planning Specialist

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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