Insurance Specialist, Sales – Pension & Insurance Planning (Life and Health)

Job not on LinkedIn

🔥 15 hours ago

🇩🇪 Germany – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

👻 Ghost score 12%

infoinfo

🗣️🇩🇪 German Required

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Logo of Finanzguru

Finanzguru

51 - 200 employees

Founded 2015

💳 Fintech

👥 B2C

💰 $14.2M Series B - Finanzguru on 2023-04

Fintech • B2C

Finanzguru is a German personal-finance app (operated by dwins GmbH) that consolidates users' bank accounts, savings accounts, depots and crypto exchanges into a single interface and provides automated, AI-powered transaction categorization, contract detection and an in-app contract cancellation service. The app offers budgeting, insurance needs checks, cashback/savings offers ("Sparbooster"), and other financial tools (calculators, pension depot advice). Finanzguru’s core features include secure account linking (3,000+ banks supported), an encrypted personal data vault (AES), BaFin regulation, and a permanently free basic tier; it is available in Germany and Austria.

📋 Description

• Actively develop the established Finanzguru advisory service • Translate complex technical terminology into clear, accessible language • Provide comprehensive advice to existing and new customers based on their banking data • Further optimize data-driven needs analysis • Connect banking and insurance • Help deliver sustainable advice to more than 3 million users • Work in a specialized pension and insurance planning team of approximately 6 to 9 customer advisors • Work with the team lead on performance and personal development • Engage in daily professional and personal exchange via Slack, video calls, and digital coffee chats

🎯 Requirements

• Completed vocational training as an insurance specialist or insurance professional (BWV/IHK) • At least 2 years of experience providing holistic customer advice • Ideally, in-depth knowledge of biometric risk protection, particularly occupational disability and life insurance (BU/LV), as well as health insurance (KV) • Willingness to make excellent advice scalable through digitalization • Affinity for digital tools • Interest in the intersection of technical expertise and product development • Fluent German at C1/C2 level • Ability to build strong relationships of trust with customers, even remotely

🏖️ Benefits

• 100% remote work from anywhere in Germany • State-of-the-art equipment for home-office work • No cold calling; leads provided through intelligent app logic • Regular team events, both off-site and on-site • Flat hierarchies • Open communication and regular feedback loops • Personal and professional development with team lead support • Digital collaboration through Slack, video calls, and digital coffee chats

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