Financial and Insurance Advisor

Kanzlei Eckstein & Kollegen

. Advise and support clients on financial and insurance matters .

Posted 11/10/2026full-timeFürth • GermanyMid-LevelSenior💰 €3,000 - €6,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advising clients on financial and insurance matters while developing tailored solutions and maintaining strong client relationships. Exhibits strong communication skills and a self-directed approach to work, ensuring effective client support and engagement.

Highest-signal resume keywords

Client AdvisoryFinancial Solutions DevelopmentContract AnalysisRelationship ManagementCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Communication SkillsOrganizedSelf-DirectedMotivatedPositive Attitude

Industry Keywords

Financial MattersInsurance MattersNeeds-Based ProposalsClient RelationshipsOnboarding

About the role

Key responsibilities & impact

Advise and support clients on financial and insurance matters
Analyze existing contracts and identify opportunities for optimization
Develop tailored financial and insurance solutions
Prepare needs-based proposals and support their implementation
Liaise with various financial institutions and insurance companies
Support clients from the initial consultation through long-term ongoing service
Maintain existing client relationships and build new contacts
Participate in structured onboarding and gradually take on independent responsibilities

Requirements

What you’ll need

Enjoy working directly with people
Strong communication skills and a friendly, confident manner
Reliable, organized, and self-directed approach to work
Motivation, commitment, and interest in personal development
Positive attitude and enjoyment of the work
On-site presence in Fürth three days per week
40 hours per week
Willingness to accept a fixed-term employment contract with a 12-month term

Benefits

Comp & perks

33 days of annual leave
Hybrid working and flexible work arrangements
Flexible working hours and vacation planning
Structured mentoring and a dedicated point of contact during onboarding
Professional and personal development opportunities
Collaborative environment with open communication and mutual support
Modern on-site facilities
Free parking
Performance-based compensation model