Finanz- und Vorsorgeberater 80-100%

The smzh is an independent financial services provider that offers its customers comprehensive, transparent, and sustainable consulting in the areas of finance & investments, provision & insurance, mortgages & real estate, and taxes & law.

We are an established and rapidly growing financial services company and are looking for a motivated

finanz- and Vorsorgeberater:in
in the financial services sector, with the willingness to accompany our vision and growth plans.

Tasks:

• Needs-oriented and professional consulting of customers in the finance and provision area
• Acquisition of customers and building up a customer base
• Representation of our company at events and in direct customer contact
• Care and management of one's own customer portfolio through regular customer visits and personal care

Job requirements:

• Completed vocational training (commercial basic training) with 2 to 3 years of experience as a consultant in the insurance or provision sector
• Insurance broker VBV All Branches of advantage
• Very good German language skills (additional language skills of advantage)
• Winning personality, high willingness to work
• Independent, committed, and goal-oriented way of working
• Very good IT skills (MS Office)

We look forward to your application.