BarmeniaGothaer

Mutual insurer offering private, corporate insurance

Insurance and Finance Sales Expert

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeBerlin, GermanyNo salary listedIn-person

About the Job

Requirements

Several years of experience advising customers in insurance and finance.
High expertise in conveying tailored solutions and a strong customer orientation.
Ideally, a university degree or vocational training in banking, finance, or insurance.
Ability to explain complex matters clearly in German at C1 level.

Responsibilities

Serve as the first point of contact for customers on insurance, finance, and retirement-planning matters.
Provide individual advice with empathy and expertise, offering tailored solutions.
Manage an individual customer portfolio and acquire new customers.
Build and lead an individual team, accompanying and supporting others in their career development.

Desired Qualifications

Possibility of taking over existing customer portfolios.
Additional compensation and budgets for continuing education and personal development.
Participation in sales competitions, exclusive sales events, and networking events.
Use of a customizable website with an online closing function.
Grants for office and agency equipment.
Use of sales tools and a company occupational-pension advisory tool.
Access to technical and subject-matter support, the Barmenia Academy, and the marketing portal.
Access to lead management for customer acquisition.

Stellenbeschreibung

Erster Ansprechpartner für deine Kund*innen in allen Fragen rund um Versicherungen, Finanzen und Vorsorge
Individuelle Beratung mit Empathie, Expertise und maßgeschneiderten Lösungen
Betreuung deines eigenen Kundenstamms und Gewinnung neuer Kund*innen
Aufbau und Führung eines eigenen Teams – begleite und unterstütze andere auf ihrem Karriereweg

Qualifikationen

Mehrjährige Erfahrung in der Beratung von Kund*innen im Bereich Versicherungen und Finanzen
Hohe Expertise in der Vermittlung maßgeschneiderter Lösungen und ausgeprägte Kundenorientierung
Idealerweise ein Studium oder eine Ausbildung im Bankwesen, Finanzwesen oder Versicherungswesen
Fähigkeit, komplexe Sachverhalte verständlich auf C1-Niveau in deutscher Sprache zu erklären

Zusätzliche Informationen

Beste Perspektiven: Flexible Möglichkeiten zur Übernahme bestehender Kundenstämme
Attraktives Karrieremodell: Zusätzliche Vergütungen, Budgets für Weiterbildungen und persönliche Entwicklung
Incentives & Events: Spannende Wettbewerbe, exklusive Vertriebsveranstaltungen und Networking-Events
Professioneller Auftritt: Individuell anpassbare Homepage mit Onlineabschluss-Funktion
Top-Ausstattung: Zuschüsse für Büro und Agenturausstattung im modernen Barmenia-Design
Digitale Power: Innovative Verkaufsinstrumente und ein leistungsstarkes bAV-Beratungstool
Starke Unterstützung: Technischer und fachlicher Support sowie Zugang zur Barmenia-Akademie und zum Marketingportal
Effiziente Kundengewinnung: Hochwertiges Lead-Management zur optimalen Kundenansprache

About the Company

BarmeniaGothaer

Mutual insurer offering private, corporate insurance

BarmeniaGothaer is a mutual insurance group formed in 2024 by merging Barmenia Versicherungen and Gothaer Versicherungsbank VVaG, serving about eight million clients with property and casualty, health, life, retirement planning, and employee benefits, plus an asset manager overseeing around €50 billion. It pools policyholder premiums to underwrite coverage for private individuals and corporate clients, offering private customers traditional insurance with digital services and health options, and providing businesses with protection concepts and employee retention support. It is owned by policyholders, aligning incentives for long-term stability, and the merger combines Gothaer’s SME/commercial strengths with Barmenia’s retail and health focus, supported by an in-house asset management arm. Its goal is to provide a broad, policyholder-owned mix of insurance and financial services in Germany while maintaining financial strength and expanding its market position.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Cologne, Germany
Founded: 2024

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