Finanz- und Vorsorgeberater (m/w) 80%-100%

Job Description:
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 as well as taxes & law.
We are an established and rapidly growing financial services company and are looking for a motivated financial and provision advisor in the financial services sector, willing to accompany our vision and growth plans.

Tasks:

• Need-oriented and professional consulting of customers in the financial and provision sector
• Acquisition of customers and building 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 an advisor 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)