Kreissparkasse Heilbronn | Germany | 74xxx Heilbronn | Permanent position | Part time - flexible / Full time / Home office | Published since: 18.05.2026 on stepstone.de
Pension & Insurance Specialist Portfolio (m/f/d)
With a balance sheet total of around 13.7 billion. Euro and approx. 1,700 employees are the Kreissparkasse Heilbronn one of the largest and most profitable credit institutions in Baden-Württemberg. The Kreissparkasse is the market leader in the economically prospering region Heilbronn, both in the company and in the private customer business. For our area Insurance, Department Sales Development Insurance, Group Stock Management Insurance, we are looking for a pension & insurance specialist (w/m/d) in full time at the next time. .
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Your tasks • Your profile • What we offer
Potential-oriented, systematic processing of our insurance portfolio Active consultation of our existing customers (insurances) with the aim of following consultation (telephone, digital) to optimize the existing insurance cover Development of contract-to-multicontract customers by professional adjustment of existing insurance stocks Initiation and implementation of sales-oriented inventory campaigns Initiative from damage regulations e.g. follow-up actions to increase customer retention and safeguard the insurance stock
Completed training as a banker/wife, financial assistant, insurance merchant/wife or comparable training Multiannual sales practice in customer/insurance business Joy and motivation to test new sales and consulting approaches Communication skills, resilience and professional handling in direct, digital contact with customers High quality standards and professional handling of customers Fun and joy in the development and life of jointly defined service & process standards
Approximately 14 salaries in the public service collective agreement Flexible working hours at a 39h week (when full time) as well as basic possibility for mobile work Business-funded health insurance including an annual health budget of 400€ and digital health services Germany ticket as a JobTicket for 19€, discounted parking (upon availability) and awarded Bike Leasing Numerous social benefits such as an occupationally funded pension scheme, 32 days holiday, a granted lunch and work-free on birthday Offers for the agreement of profession and family as well as free courses and prevention offers Variety of seminar and further education
Location
 | Kreissparkasse Heilbronn | |
| Am Wollhaus 14, 74072 Heilbronn | ||
| Germany |
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