Client Advisor for Wealth Solutions

vor 2 Monaten

Berlin, Berlin, Deutschland R+V Vollzeit

Position Summary

  • Assist the sales department both in-person and virtually with specialized knowledge in Financial Planning and Wealth Management.
  • Leverage a comprehensive product suite and advanced tools for client consultations.
  • Work collaboratively with team members to attract new clients through strategic cross-selling efforts.
  • Address technical inquiries with the help of specialists and integrate insights into the sales process.
  • Implement effective sales strategies within the team environment.

Qualifications

  • Proven experience as an Insurance Specialist with a focus on sales.
  • In-depth understanding of private life insurance products.
  • Sales-oriented mindset with a commitment to customer satisfaction.
  • Strong communication skills with confidence in client interactions.
  • Goal-driven and compassionate team player.
  • Familiarity with digital consultation platforms.

Compensation and Benefits

Financial Security and Rewards

  • Attractive salary structure along with performance bonuses.
  • Additional holiday and festive bonuses.
  • Long-term employment with comprehensive benefits.
  • Work-life balance initiatives.
  • Retirement savings plan.
  • Employee discounts on various services.

Mobility and Resources

  • Provision of the latest iPhone and laptop.
  • Options for job-related bicycles or leasing.
  • Discounts available for vehicle purchases and car-sharing services.

Work-Life Integration

  • Flexible hybrid working arrangements.
  • Generous vacation policy including 30 days plus additional leave.
  • No work obligations on public holidays.

Health and Wellness

  • Access to EGYM WELLPASS and corporate health management programs.
  • Health initiatives provided by R+V's company health insurance.

Team Environment and Professional Growth

  • Dynamic team culture with opportunities for professional development.
  • Encouragement for creativity and career advancement.
  • Training programs available through both internal and external resources.

About R+V Lebensversicherung AG

Become a part of the R+V Insurance family, where we strive to innovate and enhance the future of insurance solutions. We foster a nurturing environment that supports your skills and enthusiasm, aiming to bring our core values to life through cutting-edge insurance offerings.

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