Kundenberater Versicherung in Frankfurt (m/w/d)
Core
Independent insurance and pension solutions advisor serving existing clients with a focus on retirement and health insurance.
Role type
Senior insurance advisor (sales & advisory)
Builds
Insurance and pension products for individual and corporate clients
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Insurance product knowledge, sales, client relationship management, financial planning, communication, target achievement
Preferred skills
Knowledge of occupational pension (bAV) and private health insurance (PKV), digital advisory tools
Technologies
Digital advisory platforms
Responsibilities
Manage existing client portfolio, provide holistic insurance and pension advice, identify new sales opportunities, collaborate with internal specialists, meet sales and performance targets
Seniority
Mid-level, hands-on IC