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Produktberater (m/w/d) Lebensversicherung – Key Account & Sales

Fonds Finanz·Salary not specified

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SalesMarketingConsul

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MS Office

Job description

About the Position

Produktberater (m/w/d) Lebensversicherung – Key Account & Sales

Fonds Finanz Maklerservice GmbH is seeking a Product Advisor for Life Insurance to join their team in München, DE. This role focuses on key account and sales, enhancing expertise in life insurance products and contributing to a dynamic team.

Responsibilities

  • Consultation: Provide expert advice on life insurance products to independent agents.
  • Support: Assist agents in finding suitable life insurance solutions for their clients.
  • Event Support: Prepare, organize, and conduct events to inspire and educate agents.
  • Content Creation: Develop target-oriented marketing content, including social media posts, newsletters, and articles.
  • Continuous Learning: Deepen your knowledge through workshops, training, and team exchanges.
  • Process Coordination: Collaborate with agents to efficiently and meticulously complete application processes.

Requirements

  • Experience: Previous experience in life insurance, ideally combined with sales experience.
  • Consulting Skills: Expertise in advising on life insurance products, with a passion for expanding knowledge and understanding product solutions.
  • Communication: Clear, binding, and audience-appropriate communication skills, both in person and in written form.
  • Teamwork: Willingness to share knowledge, actively participate in team activities, and contribute to process, content, and standard development.
  • Organization: Strong organizational skills, meticulous work approach, and attention to detail.
  • MS-Office: Proficiency in MS-Office.

We Offer

  • Work-Life-Balance: Flexible working hours, up to 2 days of remote work per week, 30 days of vacation per year.
  • Health Management: Discounted membership at body + soul, health days, physiotherapy, and more.
  • Personal Development: Budget for internal and external training opportunities.
  • Company & Team Events: Summer parties, Christmas celebrations, team events, and a fun area for team bonding.
  • Pension & In-House Advice: Subsidized occupational pension, free advice on insurance and financial products with savings up to 50%.
  • Café & Restaurant: Balanced and nutritious meals in our on-site restaurant, barista coffee available.
  • Personal Onboarding: Comprehensive onboarding and welcome day for new colleagues.

About the Company

Fonds Finanz Maklerservice GmbH is Germany's leading all-finance broker pool, connecting independent agents with insurers, investment companies, banks, and building societies. With over 25 years of experience, we offer a motivating work environment with an open corporate culture, ample opportunities for personal and professional growth, and a collaborative atmosphere.

Testimonials

Franz, IT Expert

"Many minds are better than one! I love how we approach problem-solving in our team, often finding creative new solutions and celebrating them."

Amina, Assistant CIO

"I appreciate the openness to new ideas and the equal exchange at our company. Contributing is encouraged – and there's hardly a day that goes by without laughter together."

Michael, Deputy Head of Life

"Working in a high-growth company motivates me greatly. At Fonds Finanz, I'm involved in many areas that drive the company forward."

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If you think this job sounds exciting and fits your profile, we look forward to receiving your application!

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© Fonds Finanz. This job description was sourced from the employer's public career page. TheJob is not the employer — we index the posting and route candidates to the source. All content rights and hiring decisions belong to the employer.

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