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Insurance Specialist – Retail Clients
About the role
Implement successful advisory management for tandem support between primary client advisors and pension/insurance specialists. Proactively support retail clients on insurance matters. Develop client advisors' sales skills and negotiation potential to hit team targets. Plan and run technical and sales-focused workshops and training rounds.
Requirements
- Completed training as an Insurance and Finance Clerk, Bank Clerk, or comparable qualification
- Experience in insurance and/or banking sales
- Friendly, confident demeanor, high engagement and initiative
- Motivating, peer-level communication style
- Strong sales/service orientation, results-driven mindset
- Some experience delivering training sessions
What we offer
- Permanent contract, 13.8 monthly salaries per TVöD collective agreement, capital-forming benefits, bonuses
- Company pension and health insurance, JobRad, company events, extensive health management, free drinks, employee referral program
- Flexible hours, attractive part-time models, time value accounts, mobile working
- 32 vacation days + Dec 24 & 31 off, 2 extra days/year available, family-friendly options, special leave for personal events
- Individual development opportunities, structured training, coaching and mentoring
- Modern workspace and IT equipment
- Open, appreciative culture with regular feedback conversations