CareerPlan

Fachberater (m/w/d) Firmenkundenversicherung & Vorsorgelösungen

Gera, THUERINGENFull-time2026-09-23 → 2026-11-12
Hybrid

Core

Professional insurance advisor for corporate and business customers, focusing on corporate pension solutions and comprehensive insurance needs.

Role type

Senior IC insurance advisor (corporate & business)

Builds

Tailored insurance and pension solutions for corporate clients

Domain

Banking & Insurance

Deliverable

client delivery

Required skills

Corporate insurance expertise, Corporate pension planning, Customer relationship management, Sales & acquisition, Training & coaching, Solution-oriented consulting

Preferred skills

Experience in insurance or banking sales, Experience conducting training sessions

Technologies

Digital insurance platforms, CRM tools

Responsibilities

Advise corporate clients on insurance and pension solutions, Analyze customer needs and develop tailored plans, Coordinate with primary customer advisors for tandem support, Train and coach sales teams, Acquire new corporate clients, Maintain existing client relationships