Berater/in für Bestandskunden in der betrieblichen- und privaten Altersversorgung (m/w/d)
Core
Advise and support existing customers on corporate and private pension planning.
Role type
Customer success advisor (pensions)
Builds
Pension solutions for corporate and private clients
Domain
Insurance / Financial services
Deliverable
client delivery
Required skills
Pension planning expertise, customer advisory, structured work, teamwork
Responsibilities
Advise and support existing customers, Serve as the first point of contact for corporate and private pension topics