Versicherungsberater:in – Vorsorge & Absicherung in Voll- oder Teilzeit
Core
Advise private and corporate clients on comprehensive insurance, pension, and risk protection solutions tailored to their individual life or business situations.
Role type
Senior insurance advisor (pension & risk protection)
Builds
Tailored insurance and pension protection portfolios for individuals and companies
Domain
Insurance & Financial Planning
Deliverable
client delivery
Required skills
Insurance consulting, needs analysis, solution design, long-term client relationship management, product combination, workshop facilitation
Preferred skills
Knowledge of bAV/bKV, structured work style, sales success orientation
Technologies
Insurance products from major insurers
Responsibilities
Conduct holistic insurance and pension consultations, analyze client financial/life situations, develop individual protection concepts, lead independent consultation processes, build long-term client relationships, organize informational workshops
Seniority
Mid-Senior, hands-on IC