PG
Berater/in betriebliche Altersversorgung und Zeitwertkonten (m/w/d)
PensExpert GmbH
Contract type
Ongoing
Work mode
Remote · Bensheim, Germany
Experience
3 years
Job description
Sales role focused on acquiring and advising corporate clients on occupational pension (bAV) and trust solutions, from first contact through contract signing and handover to ongoing support.
At a glance
- Employment
- Full-time · Employee (employment agreement)
- Work mode
- Remote · Bensheim, Germany
- Languages
- German – fluent
What you'll do
- Act as first point of contact for new inquiries from interested companies and qualify leads
- Conduct convincing initial consultations on time-value and capital accounts in occupational pension and trust solutions
- Analyze needs of potential corporate clients, create tailored offers and present solutions through to contract signing
- Own new client projects from initiation through smooth onboarding to handover to ongoing support
- Expand cooperation with existing corporate clients, increase penetration within the workforce and open further locations, companies or product solutions
- Plan and implement target-group communication concepts and information events together with marketing and clients to increase participation rates
What we're looking for
- Completed training as insurance and finance clerk, insurance clerk with pension focus, or bank clerk, or business degree with additional qualification in occupational pension
- Ideally experience advising companies
- Solution-oriented and independent way of working
- Communicative and open to digital technologies
- Very good German skills in speaking and writing are required
Nice to have
- Ideally a qualification as specialist in occupational pension (DAV), Betriebswirt bAV or comparable
Benefits
A modern workplace in a professional environment with lawyers, business economists, software developers, marketing specialists and project managers in Germany and Switzerland
- Performance-based compensation and bonus payments
- Flexible working hours
- Individual agreement of the work location
- Employee conditions and benefits
- Employer-financed occupational pension
- Flat hierarchies and a pleasant working atmosphere
- Further training opportunities
How to get hired
- 1Apply via the apply button on the page