Client Advisor Business Clients, Full-time 100%

Stellenbeschreibung:

Position Summary

As a Client Advisor for Business Clients in insurance & pensions, you are responsible for advising and supporting our clients. You build long-term client relationships and support our clients in achieving their financial goals. This position requires a high level of sales skills and client orientation.

Tasks and Responsibilities

  • Identify and acquire potential clients
  • Take over an existing client portfolio with significant potential
  • Conduct detailed needs analyses and individual financial planning for clients
  • Advise on insurance products and pension plans
  • Ensure high client satisfaction

Requirements

  • Experience in the financial industry is a plus
  • Ideally, you hold a qualification as an Insurance Specialist or Insurance Broker VBV
  • Excellent interpersonal and communication skills
  • Strong client orientation and service mentality
  • Self-motivated and results-oriented

What We Offer

  • Diverse and responsible scope of duties
  • Varied activities thanks to a wide range of products and client contacts
  • Above-average earning potential through a performance-based compensation model
  • High flexibility in working hours

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NOTE / HINWEIS:
EnglishEN: Please refer to Fuchsjobs for the source of your application
DeutschDE: Bitte erwähne Fuchsjobs, als Quelle Deiner Bewerbung

Stelleninformationen

  • Veröffentlichungsdatum:

    05 Sep 2026
  • Standort:

    Wangen im Allgäu
  • Typ:

    Vollzeit
  • Arbeitsmodell:

    Vor Ort
  • Kategorie:

  • Erfahrung:

    2+ years
  • Arbeitsverhältnis:

    Angestellt

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