Advisor – Occupational Pension Plans and Long-Term Working-Time Accounts

PensExpert GmbH

. Serve as the primary point of contact for new inquiries from interested companies .

Posted 10/31/2026full-timeBensheim • GermanyMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in occupational pension plans, client engagement, and tailored proposal development, with a strong focus on increasing employee participation and managing client projects effectively. Proficient in strategic communication and collaboration with marketing teams to enhance client solutions.

Highest-signal resume keywords

Occupational Pension PlansClient EngagementProposal DevelopmentProject ManagementStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead QualificationNeeds AnalysisContract NegotiationSolution DevelopmentClient Onboarding

Soft Skills

Solution-Oriented Working StyleIndependent Working StyleOpen Attitude Toward Digital Technologies

Certifications & Qualifications

Specialist Qualification in Occupational Pension Plans (DAV)

Industry Keywords

Insurance ServicesFinance ServicesBusiness AdministrationCorporate Client SolutionsEmployee Participation

About the role

Key responsibilities & impact

Serve as the primary point of contact for new inquiries from interested companies
Qualify leads and conduct persuasive initial consultations on long-term working-time accounts and capital accounts in occupational pension plans, as well as trustee solutions
Analyze the needs of prospective corporate clients
Prepare tailored proposals and present solutions through to successful contract conclusion
Manage new-client projects from initial engagement and seamless onboarding through to handover for ongoing support
Strategically expand cooperation with existing corporate clients
Increase employee participation within client organizations and develop additional locations, entities, or product solutions
Plan, design, and implement target-group-oriented communication concepts and information events together with the marketing team and corporate clients
Attract employees to participate and sustainably increase participation rates

Requirements

What you’ll need

Completed vocational training as an insurance and finance services specialist, insurance specialist with a focus on pensions and provisions, or banking specialist; alternatively, a degree in business administration with additional training in occupational pension plans
Ideally, experience advising companies
Specialist qualification in occupational pension plans (DAV), a degree as a business economist specializing in occupational pension plans, or a comparable qualification is an advantage
Solution-oriented and independent working style
Strong communication skills and an open attitude toward digital technologies
Very good written and spoken German is required

Benefits

Comp & perks

Performance-based compensation and bonus payments
Flexible working hours
Flexible arrangement of the work location by mutual agreement
Employee rates and benefits
Employer-funded occupational pension plan
Flat hierarchies and a pleasant working environment and company culture
Professional development opportunities