Kundenbetreuer / Akquisiteur Vorsorgemanagement (m/w/d)
Core
Advise corporate and private clients on financial security, future planning, and individual pension solutions.
Role type
Corporate pension advisor and business development representative
Builds
Long-term advisory relationships and pension solutions for mid-sized companies
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Corporate pension expertise, private pension planning, relationship building, solution development, clear communication, empathy, self-management
Preferred skills
Sales experience, structured thinking, customer orientation
Technologies
None stated
Responsibilities
Manage and develop existing corporate client relationships, conduct advisory sessions on corporate and private pension plans, build trust with HR and management, support sales and retention campaigns, collaborate with internal specialists
Seniority
Mid-level, hands-on IC