Versicherungskaufmann/-frau (w/m/d) mit Fokus LV/KV

Completed training as an insurance agent (Versicherungskaufmann/frau). At least 5 years of successful experience as a customer advisor. Excellent expertise in personal insurance and/or investment. Understanding of digitalization in the industry. Unimpeachable consulting philosophy. Very good understanding of technology and digital processes. Very good German language skills (min. C1).

Build the Finanzguru consulting service with product experts. Explain insurance, investment, and loan products in simple language. Consult and support existing and new customers (no self-acquisition). Ensure seamless connection between banking and insurance. Develop data-based needs analysis with expertise. Establish Finanzguru as an indispensable life companion for customers.