Versicherungskauffrau/-mann für den Bereich Vorsorge- Schwerpunkt Finanzierung (m/w/d)
On-site
Core
Provide tailored financing, pension, and workforce protection concepts for clients and partners, including real estate financing and insurance analysis.
Role type
Insurance broker specialist (financing & pension)
Builds
Customized financial protection and pension plans for individual clients and partner institutions
Domain
Insurance brokerage / Financial services
Deliverable
product features
Required skills
Financial planning, insurance analysis, real estate financing, client consultation, partner support, negotiation, MS Office
Responsibilities
Calculate and create concepts for tailored financing, pension, or workforce protection; support partners with financial expertise; correspond with banks and insurance companies; advise clients and partners on real estate financing and insurance analysis