Firmenkundenberater (m/w/d) bei Swiss Life Select in Winsen (Aller) gesucht
Core
Corporate advisor for business clients focusing on occupational pension (bAV) and occupational health insurance (bKV), developing individual supply concepts for employers and employees.
Role type
Corporate financial advisor (bAV/bKV)
Builds
Individual supply concepts for occupational pension and health insurance
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial/insurance/banking qualification, experience in corporate business, sales drive, initiative, structured work, reliability
Preferred skills
Experience in bAV/bKV, interest in employee benefits
Technologies
None stated
Responsibilities
Advise companies holistically on occupational pension and health insurance solutions, develop individual supply concepts, accompany companies in implementing and optimizing systems, conduct information and advisory meetings with CEOs and staff, analyze existing structures and identify optimization potential, build a network in the corporate customer segment, position as a competent contact for modern benefits and employee retention