Mehr aus deiner Versicherungserfahrung machen?
Core
Holistic financial and insurance advisory for private clients, focusing on security, provision, wealth building, and financing.
Role type
Insurance and financial advisor (private client)
Builds
Individual advisory concepts and long-term client relationships
Domain
Insurance and financial advisory
Deliverable
client delivery
Required skills
Insurance product knowledge, financial analysis, client acquisition, relationship management, concept development
Preferred skills
Entrepreneurial mindset, self-initiative, leadership potential
Technologies
Modern all-risk advisory tools
Responsibilities
Advise and acquire private clients, analyze existing insurance and financial situations, develop individual concepts, maintain long-term client relationships, collaborate with experienced mentors, develop towards independent corporate client advisory
Seniority
Junior to Mid-level, hands-on IC