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

Overview

This position is ideal for individuals passionate about consulting academic clients without the pressure of sales, offering the flexibility of remote work while enjoying the benefits of being an employee.

In Short

• Provide structured online consultations on disability insurance, private health insurance, and retirement planning via Microsoft Teams.
• Act as a subject matter expert without aggressive sales tactics, focusing on competence and transparency.
• Handle inquiries from well-informed clients seeking a solid decision-making basis.
• Develop tailored insurance and retirement solutions to meet the needs of premium clients.
• Support clients from initial consultation to contract conclusion and assist with contract changes.
• Participate actively in weekly team meetings to discuss current cases and provide support.
• Engage in continuous training to stay updated and support clients at the highest level.

Requirements

• Higher financial qualification, such as Insurance Specialist or Financial Consulting Specialist.
• Expertise in at least one of the core areas: private health insurance, disability insurance, retirement planning, and investment.
• High self-motivation, reliable and dependable nature, and excellent communication skills.

Benefits

• Flexible working hours: choose between 36, 38, or 40 hours per week.
• Fixed salary with above-average base pay and additional commission.
• Many appointments booked directly with premium clients (doctors, lawyers, civil servants) without the need for acquisition.
• Opportunity for rapid career advancement, with perspectives for leadership roles or entrepreneurial involvement.
• Maximum flexibility thanks to 100% home office possibility.
• Collegial support through bi-monthly meetings for collaboration, dining, and celebrations.
• Hybrid model for colleagues near Cologne with access to well-located office spaces.
• Family-friendly policies allowing for calendar blocking for appointments.
• Well-structured processes and tools, including a top online broker management program and internal resources.
• Professional and personal development through coaching and training.
• Enjoyment in a meaningful job with a young team in a reputable financial consultancy with high values and standards.