Firmenkundenberater Vorsorge / Vertriebsexperte betriebliche Versorgungswerke Bankenvertrieb (m/w/d)
On-siteHeidenheim an der Brenz, Baden-Wurttemberg, Germany
Heidenheim an der Brenz, Baden-Wurttemberg, GermanyOn-siteFull TimeMid LevelEnterprise
Full TimeMid LevelEnterprise
Job Summary
Develop tailored insurance solutions for corporate clients, including occupational pension, health, and accident coverage, while assessing individual needs and guiding them toward greater security. Manage existing relationships and engage new clients with personalized insurance concepts, identifying market opportunities to support the sales partner and team in achieving success. Apply expertise in bAV business and tax-relevant topics to deliver comprehensive advice, fostering trust through consistent, empathetic communication.
Required Qualifications
- Ausbildung im Versicherungswesen, z.B. Versicherungsfachmann, Versicherungskaufmann (m/w/d) oder vergleichbare Qualifikation
- Fundierte fachliche und vertriebliche Kenntnisse im bAV-Geschäft und in steuerrelevanten Themen
- Kommunikationsstärke
- Empathie
- ausgeprägte Kundenorientierung
- Digitale Affinität
- Eigeninitiative
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