Vorsorge- und Finanzberatende (w/m/d) – im Rahmen einer Nachfolgeregelung

Description du poste

Join our team for personalized financial advisory services! Enjoy a supportive environment with growth opportunities. Tasks Manage a portfolio for corporate and private clients, focusing on retirement plans. Develop and sell tailored solutions for wealth creation and protection. Acquire new clients through systematic market observation. Skills Proven sales experience in the insurance and finance sectors required. Strong sales and consulting flair essential. Entrepreneurial mindset with excellent interpersonal skills needed. 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. Living versatility - Your area of responsibility As part 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 customers through systematic market observation Representation of our company in an attractive sales area Referral of business to our cooperation partners Living potential - Your strengths Distinct sales and consulting flair - Completed industry examination (insurance intermediary VBV, insurance and pension advisor IAP) or high 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