<p><div>Your area of responsibility</div><br><ul><li>Monitoring and maintaining relationships with existing clients - Acquiring new clients through systematic market prospecting</li><li>Providing comprehensive advice on insurance and finance</li><li>Developing and selling customized solutions in the areas of insurance and wealth accumulation</li><li>Representing our company in the sales sector</li><li>Referring business to our cooperation partners</li></ul></p><br><p><div>Your strengths</div><br><ul><li>Completed training / further education in investment topics</li><li>Proven sales experience in the insurance and finance sector</li><li>Professional experience in investment topics</li><li>Strong sales and advisory skills</li><li>High motivation, goal- and performance-oriented approach</li><li>Entrepreneurial spirit, resilience, sociable character</li></ul></p><br><p><div>Company description</div><br>Through personalized advice on insurance and finance, we support people in preparing their financial future at all stages of their lives and enable them to build their financial independence to live according to their own choices</p><br>
Key information
- Publication date:10 October 2025
- Workload:100%
Job summary
Join our team in providing personalized financial advice! Enjoy a supportive work environment with growth opportunities.
Tasks
- Maintain and nurture relationships with existing clients.
- Acquire new business from cooperation partners.
- Deliver tailored financial guidance at every life stage.
Skills
- Completed training in placement themes and proven sales experience.
- Resilience and strong interpersonal skills are essential.
- Sociable character with a knack for client engagement.
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Your area of responsibility
- Monitoring and maintaining relationships with existing clients - Referring business to our cooperation partners
Your strengths
- Completed training / further education in investment topics
- Proven sales experience in the company sector, resilience, sociable character
Company description
Through personalized advice on insurance and finance, we support people in preparing their financial future at all stages of their lives and enable them to build their financial independence to live according to their own choices