Insurance Consultant – Retirement & Biometric Insurance

This is a fully remote position, open to applicants in Germany.

📋 Description

• You offer tailored (digital) guidance and assistance to both existing and prospective clients.

• You evaluate clients' insurance requirements and carry out comprehensive insurance comparisons.

• You create proposals that are both technically and factually sound.

• You analyze insurance offerings in the fields of biometrics and retirement.

• You manage customer and policy information in the CRM system.

• As a subject matter expert, you conduct webinars on insurance and finance for a select group of clients.

• You strategize and implement customer retention initiatives.

⛳️ Requirements

• A completed vocational qualification in the insurance or finance sector (e.g., certified insurance specialist, bank clerk, insurance business economist, etc.).

• Experience in advising on biometric and retirement products (occupational disability insurance (BU), pensions, private health insurance (PHI)).

• A strong digital affinity and a passion for utilizing modern tools and processes.

• A systematic and self-organized working style – you are dependable, accountable, and focused.

• Self-motivation and discipline: you work effectively towards your objectives and take ownership of your success.

• You recognize that the onboarding process demands effort and commitment – occasionally exceeding the traditional 40-hour work week.

• You are intelligent, eager to learn, and development-oriented – striving to become the best version of yourself and grow both professionally and personally.

• Excellent communication skills, a confident demeanor, and a refined command of the German language, both written and spoken.

• Last but not least: a genuine enjoyment of working with people and a heartfelt desire to assist them.

🏝️ Benefits

• A meaningful role: You empower individuals to take charge of their financial future.

• Permanent full-time employment (100%) with a stable base salary and performance-related incentives.

• Remote-first: location-independent work, on-site in Konstanz, or a hybrid model.

• Comprehensive onboarding, modern tools, and high-quality leads.

• A supportive team, flat hierarchies, and genuine opportunities to influence your role.

• Independence within secure employment – this encapsulates our philosophy: our advisors think proactively, act responsibly, and manage their schedules flexibly. Simultaneously, we nurture a strong, collegial spirit and provide mutual support. You pursue your goals with an entrepreneurial mindset, all within a secure framework.