Versicherungsspezialist Altersvorsorge (m/w/d)
Core
Independent advisory and development of sustainable private and corporate pension solutions, analyzing individual situations and creating tailored concepts from first contact to implementation.
Role type
Senior Insurance Specialist (Pension Planning)
Builds
Sustainable pension products and processes for private and corporate clients
Domain
Banking and Insurance (Pension/Retirement)
Deliverable
client delivery
Required skills
Insurance market knowledge, regulatory compliance, holistic client analysis, product development, process optimization, stakeholder management
Preferred skills
Experience in sales and individual advisory, collaboration with insurance companies/broker pools, entrepreneurial thinking
Technologies
Insurance products, pension schemes (bAV), regulatory frameworks
Responsibilities
Analyze individual pension situations and develop tailored concepts, advise companies on corporate pension schemes (bAV), optimize product offerings and processes, support internal departments as a sparring partner, ensure regulatory compliance
Seniority
Mid-Senior, hands-on IC