Insurance and Finance Advisor
vor 2 Monaten
We are seeking a highly motivated and customer-focused professional to join our team as an Insurance and Finance Advisor. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice on insurance and financial products, and identifying opportunities to grow our business.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with existing and potential clients, providing exceptional customer service and ensuring their needs are met.
- Insurance and Financial Analysis: Analyze clients' current insurance situations and provide recommendations for improvement, ensuring they have the right coverage for their needs.
- Regular Reviews: Regularly review clients' insurance coverage to ensure it remains aligned with their changing needs and circumstances.
- Support in Claims: Provide support to clients in the event of a claim, ensuring they receive the assistance they need.
- On-Site and Remote Consultations: Conduct consultations with clients on-site, in our agency, or remotely, providing expert advice and guidance on insurance and financial matters.
- Qualifications: Abgeschlossene Ausbildung zum Kaufmann für Versicherungen und Finanzen or Versicherungskaufmann / Versicherungsfachmann.
- Experience: Berufserfahrung im Verkauf (we will provide further training to become a Geprüfter Versicherungsfachmann/-frau IHK).
- Skills: Leidenschaft für den Vertrieb und Verkauf, ausgeprägte Kunden- und Dienstleistungsorientierung, and a valid driver's license.
- Competitive Compensation: A fixed salary and performance-based bonus.
- Flexible Working Hours: A flexible working schedule, including a glide time regulation and flexible working models.
- Employee Benefits: Discounted insurance products, including individual consultations with experienced colleagues.
- Hybrid Work Model: A combination of a fixed workplace and mobile work in the field (in the vicinity of your home).
- Professional Development: Opportunities for further education, seminars, or a professional specialization in areas such as Vorsorge, Bahnmarkt/DB Partner, Immobilien, Finanzanlagen, or Gewerbe.
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