Insurance Specialist (m/f/d) - 100% Home Office - Remote

Overview

This role involves providing professional online consultations to academic clients regarding disability insurance, private health insurance, and retirement planning, all while enjoying the flexibility of working from home.

In Short

• Conduct individual online consultations via Microsoft Teams.
• Provide expert advice to academic clients without sales pressure.
• Handle inquiries from well-informed clients seeking solid decision-making bases.
• Develop tailored insurance and retirement solutions for premium clients.
• Guide clients from initial consultation to contract signing and support with contract changes.
• Participate actively in weekly team meetings to discuss current cases.
• Engage in continuous education to stay updated on relevant topics.

Requirements

• Completed studies in banking, economics with a focus on finance, insurance, or financial and insurance specialist.
• Expertise in at least one core area: disability insurance, private health insurance, retirement planning, investments, and property insurance.
• High self-motivation, reliability, and excellent communication skills.

Benefits

• Flexible work hours: choose between 38 or 40 hours per week.
• Fixed salary (approx. 3,300€) plus commission (approx. 2,300€).
• Complete freedom of time and location with 100% home office option.
• Many appointments from premium clients (doctors, lawyers, civil servants) directly in your calendar without acquisition.
• Opportunity for rapid career advancement and potential leadership roles.
• Collegial support with bi-monthly meetings in Cologne to collaborate and celebrate.
• Family-friendly with options to block out calendar times for appointments.
• Structured processes and tools, including an online broker management program and training materials.
• Professional and personal development through coaching and training.
• Enjoy a meaningful role in a reputable financial consultancy with high values and standards.