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CHECK24 | Germany | 81xxx, 80xxx München | Permanent position | Full time / Home office | Published since: 28.05.2025 on stepstone.de

Financial Advisor (m/w/d) Sales Pension Provision / Pension Insurance

Branch: Computer science, informati... Branch: Computer science, information and communication technology


You want to help people secure their future financially? Let's go! Become part of our team of customer advice for pension insurance and experience a new kind of sales: without cold acquisition, completely digital and with qualified customer requests. Our mission: to advise people simply, transparently and independently of their pension provision – and that is purely digital. With structured integration, continuous training and strong teamwork, you will become an expert on modern retirement solutions. We are looking forward to your application as a customer advisor / financial advisor (m/w/d) Sales Senior Care / Pension Insurance at CHECK24 Comparative Portal für Versicherungsen GmbH. JOBV1_EN

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Your tasks • Your profile • What we offer

You want to help people secure their future financially? Let's go! Become part of our team of customer advice for pension insurance and experience a new kind of sales: without cold acquisition, completely digital and with qualified customer requests. Our mission: to advise people simply, transparently and independently of their pension provision – and that is purely digital. With structured integration, continuous training and strong teamwork, you will become an expert on modern retirement solutions. We are looking forward to your application as a customer advisor / financial advisor (m/w/d) Sales Senior Care / Pension Insurance at CHECK24 Comparative Portal für Versicherungsen GmbH.

Need-oriented online consultation: You advise our customers on pension insurance / pension provision via desktop sharing, video consulting and other innovative approaches No acquisition, no field service: You benefit from high-quality leads from our comparison portal, as all customers have already made an active request and are included in the CRM system developed specifically for us Support from initial contact to the conclusion of the contract: You also support in the areas of application, health issues and risk assessment Teamwork and Process Optimization: At the interface between customers, insurance partners and our product management, you are an important part of our process optimization

Qualification: You have completed training, ideally in the insurance sector, e.g. as a merchant for insurance and finance (m/w/d), insurance businessman / insurance businessman (m/w/d), insurance specialist / insurance specialist (m/w/d), or a comparable qualification Sales Experience: You are looking for sales and bringing first experiences in the sales environment – ideally in the insurance sector, as a financial advisor (m/w/d), asset advisor (m/w/d) or in a comparable relevant context High customer orientation: You convince by your friendly and professional appearance and always have the needs of the customer in mind – knowledge of the German language is a prerequisite IT-Affinity & Learning: You are at home in the digital world, have a quick understanding and are open to new innovative approaches in customer consulting

The best of both worlds: CHECK24 cultivates a presence culture and combines all the advantages of an established company with startup fleet. We plan in the long term and at the same time you get the opportunity to actively shape processes There is no 08/15 - no cross-species, superficial customer advice: We are working intensively, promoting your individual strengths and making you an expert (m/w/d) Excellent earning opportunities in a growing insurance sector: With good performance, the average annual income is €80,000 – top distributors earn €100,000 or more, as the commission potential is unlimited. In addition, you benefit from attractive coupons for numerous CHECK24 products, generous support in occupational retirement provision and a very good cost share in the EGYM Wellpass Work-Life-Balance: We work closely on site from Monday to Thursday. On Friday there is a possibility for mobile work. In addition to 28 days of holiday, you can take up to 10 days of unpaid vacation Personal growth: Steile Career opportunities through continuous growth & individual development and training opportunities thanks to a broad training catalogue. If you still lack a professional training for certified customer advice, we will of course take over the costs Food & Drinks: The whole week of work is available for free office lunch, fresh fruit, hot and cold drinks and a selection of different types of cereals are of course with us! CHECKito Spirit: A loose working environment with duz culture and without dress code, regular drink-outs and cool team events await you! For the break in between, our Game Area lures We equip you: ergonomic workstation with modern equipment (such as MacBook, additional screens) and height adjustable table from the first day Sustainable mobility: Our central location allows easy access by public transport or bicycle – we offer you a 100% free Germany ticket or promote Your company bike leasing JOBV1_EN

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ava CHECK24
80636  München
Germany
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The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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