Occupational Pensions Advisor

CUSTOM CAREERS FACTORY GmbH

. Advise companies and employees on occupational pension schemes .

Posted 10/10/2026full-timeKarlsfeld • GermanyMid-LevelSenior💰 €70,000 - €120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advising on occupational pension schemes, with a strong understanding of employment, tax, and social insurance law. Proficient in utilizing digital advisory tools and maintaining client relationships through effective communication and structured processes.

Highest-signal resume keywords

Occupational Pension AdvisoryEmployment Law KnowledgeClient Consultation SkillsDigital Advisory Tools ProficiencyCRM System Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Occupational Pension ConceptsPension Arrangement AnalysisTax Law KnowledgeSocial Insurance Law KnowledgePresentation Preparation

Soft Skills

Client CommunicationService OrientationTeam SpiritEnthusiasm for Client RelationshipsIndependent Work Approach

Tools & Technologies

Digital Advisory ToolsMicrosoft OfficeCRM System

Certifications & Qualifications

Vocational Training in InsuranceVocational Training in Finance

Industry Keywords

Pension SchemesEmployer ConsultationsEmployee ConsultationsLegislative MonitoringSustainable Pension Solutions

About the role

Key responsibilities & impact

Advise companies and employees on occupational pension schemes
Analyze existing pension arrangements and develop suitable occupational pension concepts
Conduct employer and employee consultations both digitally and on-site
Support existing and acquire new clients
Support sales with specialist occupational pensions expertise
Prepare presentations, workshops, and information events
Document advisory processes and maintain customer data in the CRM system
Monitor legislative changes and new developments
Provide long-term support to companies and develop sustainable pension solutions

Requirements

What you’ll need

Completed vocational training in insurance or finance
Experience advising on occupational pensions
Good knowledge of employment, tax, and social insurance law
Enjoy advising clients, communicating, and developing professional solutions
Confident dealing with managing directors, HR teams, and decision-makers
Independent, structured, and service-oriented approach to work
Team spirit and enthusiasm for long-term client relationships
Proficiency in digital advisory tools and Microsoft Office

Benefits

Comp & perks

Permanent employment with long-term prospects
Attractive salary with performance-based components
Flexible working hours
Home office opportunities
30 days of annual leave
Individual training and professional development opportunities
Modern technical equipment
Flat hierarchies and short decision-making processes
Appreciative and collaborative team with open communication
Company pension scheme
Many additional benefits