Finanz- und Vorsorgeberater

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, with the willingness to accompany our vision and growth plans. Tasks • Needs-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 commitment • Independent, committed, and goal-oriented way of working • Very good IT skills (MS Office)