Kundenberater Vorsorge/ Financial & Insurance Consultant (m/w/d)
Core
Financial consultant advising English-speaking expats and academics in Germany on pensions, health, liability, and property insurance.
Role type
Financial & Insurance Consultant
Builds
Individual insurance policy offers and contracts for expats
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Insurance consulting experience, English (fluent), German (fluent), structured communication, independent work
Preferred skills
Insurance licensing (Sachkundenachweis), objection handling, alternative solution design
Technologies
Comparison calculators
Responsibilities
Conduct structured initial consultations via phone or video call, calculate individual tariff offers, present offers, accompany clients to contract signing, process applications with insurance companies and back office, handle objections and insurance eligibility topics