<p><div>Your area of responsibility</div><br><ul><li>Monitoring and maintaining relationships with existing clients</li><li>Acquisition of new clients through systematic market prospecting</li><li>Providing comprehensive advice on insurance and finance</li><li>Development and sale of tailored 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 professional training</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 every stage of their lives and enable them to build their financial independence to live according to their own choices</p><br>
Key information
- Publication date:08 October 2025
- Workload:100%
Job summary
Join us in a dynamic role at a leading financial advisory firm. Enjoy a supportive environment and great benefits!
Tasks
- Manage and maintain client relationships effectively.
- Drive business acquisition with our cooperative partners.
- Achieve sales goals through a client-focused approach.
Skills
- Completed professional training is required.
- Strong sales and advisory skills are essential.
- Motivated with a focus on goals and performance.
Is this helpful?
Your area of responsibility
- Monitoring and maintaining relationships with existing clients
- Referring business to our cooperation partners
Your strengths
- Completed professional training
- Strong sales and advisory skills
- High motivation, goal- and performance-oriented approach
- Entrepreneurial spirit, resilience, sociable character
Company description
Through personalized advice on insurance and finance, we support people in preparing their financial future at every stage of their lives and enable them to build their financial independence to live according to their own choices
