Fachberater:in Versicherung & Finanzen (m/w/d)
Hybrid
Core
Independent insurance advisor for private clients focusing on private health insurance (PKV), accident insurance (BU), and pension planning.
Role type
Insurance advisor (IC)
Builds
Individual insurance concepts and long-term client relationships
Domain
Insurance & Finance
Deliverable
client delivery
Required skills
Insurance product knowledge, client relationship management, independent planning, digital tool proficiency
Preferred skills
Vocational training in banking/insurance, prior experience, willingness to learn
Technologies
Simplr-App, automated processes, AI tools