Customer Advisor

Job Description

smzh is an independent financial service provider that is available to its customers with comprehensive, transparent, and sustainable advice on the topics of finance & investments, pension & insurance, mortgages & real estate, as well as taxes & law.
We are an established and fast-growing financial services company and, for further business development, we are looking for a motivated financial and pension advisor in the financial services sector, with the willingness to accompany our vision and growth plans.

Tasks

• Needs-oriented and professional advice to customers in the finance and pension sector
• Acquisition of customers and building up a customer base
• Representation of our company at events and in direct customer contact
• Support and management of the own customer portfolio through regular customer visits and personal support

Job Requirements

• Completed vocational training (commercial basic training) with 2 to 3 years of experience as an advisor in the insurance or pension sector
• Versicherungsvermittler VBV All Branche is an advantage
• Very good German skills (other language skills are an advantage)
• Winning personality, high commitment
• Independent, committed, and goal-oriented way of working
• Very good IT skills (MS Office)