Pension and Financial Advisors (m/f/d) – within the framework of a succession arrangement

About the job

With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives with financial independence.

Embrace versatility - Your area of responsibility

• Within the framework of a succession arrangement, taking over a portfolio in the area of corporate and private client support, maintaining and expanding existing customer relationships in the 45+ segment with a focus on pension planning, as well as in the corporate client sector with a focus on SMEs
• Development and sale of individual, tailor-made solutions in the areas of pension provision, asset accumulation and asset protection, as well as in the corporate client sector
• Acquisition of new clients through systematic market observation
• Representation of our company in an attractive sales territory
• Referral of business to our cooperation partners

Realise potential - Your strengths

• Strong sales and advisory flair - Completed industry examination (insurance intermediary VBV, insurance and pension advisor IAP) or extensive insurance and pension knowledge
• Proven many years of sales experience in the insurance and financial sector
• High commitment, goal- and performance-oriented working style
• Entrepreneurial thinking, resilient and sociable