Insurance and Finance Advisor

vor 2 Wochen


Pinneberg, Schleswig-Holstein, Deutschland PJM Investment Akademie GmbH Vollzeit
About the Role

We are seeking a highly skilled and experienced professional to join our team as an Insurance and Finance Advisor. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients on a range of financial and insurance matters.

Key Responsibilities
  • Financial Analysis and Planning: Conduct thorough financial analyses to identify clients' individual financial needs and develop tailored financial plans to meet those needs.
  • Insurance and Risk Management: Design and implement comprehensive insurance and risk management strategies to protect clients' assets and financial well-being.
  • Client Relationship Management: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Policy Administration: Manage and administer existing policies, ensuring they are up-to-date and aligned with clients' changing needs.
  • Compliance and Regulatory: Ensure all financial and insurance activities are compliant with relevant laws and regulations.
Requirements
  • Qualifications: A degree in a relevant field, such as finance, accounting, or business, and a professional certification in insurance or risk management.
  • Experience: A minimum of 3 years of experience in a related field, with a proven track record of success in financial analysis, insurance, and risk management.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
What We Offer
  • Competitive Salary and Benefits: A competitive salary and benefits package, including a comprehensive health insurance plan and retirement savings plan.
  • Opportunities for Growth and Development: Opportunities for professional growth and development, including training and education programs to enhance your skills and knowledge.
  • Collaborative and Dynamic Work Environment: A collaborative and dynamic work environment, with a team of experienced professionals who are passionate about delivering exceptional results.


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