Commercial Advisor Insurance Life & Pension

Join a dynamic team as a Life and Pension Insurance Sales Advisor! In this challenging role, you will be responsible for managing a client portfolio, offering them personalized financial solutions. Enjoy a warm and vibrant work environment while building lasting relationships. With rewarding responsibilities and opportunities for professional growth, this position allows you to thrive in an inclusive work environment. In addition to a competitive salary, performance bonuses and attractive benefits await you. If you’re passionate about customer service and sales success, apply now!

Description

  • You manage a portfolio of existing clients with diligence and professionalism;
  • You welcome and meet with clients to inform them and offer personalized solutions tailored to their financial needs through our partners;
  • You take proactive steps to attract new clients;
  • You participate in recommended sales initiatives, events, and networking activities;
  • You are actively involved in local networks to promote the company’s positive image in the business community;
  • You follow each case through to its conclusion, ensuring high-quality service;
  • You carry out cross-selling and up-selling activities with other departments and in collaboration with your colleagues;
  • You manage client databases and prepare reports for management;
  • You stay informed of changes in tax and financial legislation to ensure your expertise remains up to date.

Your profile

  • Holds the necessary certifications to provide financial advice to clients;
  • Has at least three years of experience in sales or financial consulting, preferably gained at a banking institution or a major financial firm;
  • Holds a bachelor’s or master’s degree in economics, law, or business;
  • Demonstrates strong listening skills and empathy toward clients;
  • Demonstrates a high degree of autonomy, initiative, organizational skills, and a methodical approach to work;
  • Possesses strong negotiation skills;
  • Is primarily focused on client satisfaction;
  • Is motivated by achieving goals and results.

Offer

  • Monthly salary indication: € 3001 - € 4500
  • A challenging role with rewarding responsibilities;
  • A diverse position within a dynamic yet welcoming work environment;
  • A full-time permanent contract or the option to work as a freelancer;
  • A fixed salary with the opportunity to earn performance bonuses;
  • Competitive compensation complemented by attractive additional benefits.

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