Kundenberater Versicherung Vorsorgemanagement im Außendienst (m/w/d)
Core
Field-based insurance consultant advising corporate and private clients on occupational and private pension planning and income security.
Role type
Field insurance consultant (corporate and private pension planning)
Builds
Corporate benefit concepts and pension solutions for industrial and commercial clients
Domain
Insurance / Corporate Pension Planning (bAV, bKV)
Deliverable
client delivery
Required skills
Corporate and private pension planning expertise, sales and communication skills, long-term relationship building, independent and structured work
Preferred skills
Experience in corporate and private client advisory, knowledge of income security and time accounts
Technologies
None stated
Responsibilities
Serve as contact person for the client portfolio on occupational and private pension topics, maintain existing corporate and private client accounts, complete and close cases, conduct annual reviews, propose corporate benefit concepts, expand the network through targeted sales activities and acquire new clients
Seniority
Mid-level, field sales