CareerPlan

Firmenberater,-in Vorsorge (m/w/d)

Dresden, SACHSENRemoteFull-time2024-05-21 → 2026-11-11

Core

Advise entrepreneurs and corporate clients of business partners on asset allocation, occupational pension, corporate health and accident insurance, pension funds, and value accounts.

Role type

Corporate insurance consultant (occupational pension and corporate benefits)

Builds

Corporate insurance solutions and pension plans for business clients

Domain

Insurance / Corporate Finance

Deliverable

client delivery

Required skills

Occupational pension expertise, corporate pension funds knowledge, tax law knowledge, sales experience, corporate business experience

Preferred skills

University degree, digital consultation tools proficiency

Technologies

Digital consultation tools

Responsibilities

Advise on asset allocation and occupational pension, consult on corporate health and accident insurance, collaborate on private health insurance topics, acquire new corporate clients

Seniority

Mid-level, sales-oriented IC