Darum lohnt es sich
Responsibilities
• Conduct online consultations via Google Meet on topics such as occupational disability insurance, investments, retirement planning and family finances.
• Prepare for and follow up on client appointments, including producing clear recommendations.
• Analyze the financial starting point of prospects and existing clients.
• Develop individual financial and protection plans tailored to clients’ lives.
• Maintain and document all relevant client data in our CRM system.
• Provide active servicing of our existing clients, including regular check-ins regarding life events and opportunities for optimization.
• Handle qualified inbound inquiries generated via webinars, referrals or our website — no cold calling.
• Work closely within a small team, including exchanging expertise, optimizing processes and helping shape a modern advisory culture.
Requirements
• Professional experience in financial or insurance advisory, e.g. as a broker, within a structured sales/distribution organization, or as a consultant for an insurer or bank.
• Strong communication skills and a passion for explaining complex topics in an understandable way.
• Digital affinity and enthusiasm for modern online advisory using professional tools.
• Structured and reliable working style, even during periods with many client appointments.
• Friendly and respectful manner towards clients and colleagues.
