Customer Advisor – Insurance and Financial Services

wirversicherndich.de

. Advise and support an existing customer base .

Posted 9/21/2026full-timeSonneberg • GermanyMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer advisory services with a focus on building long-term relationships and sustainable wealth accumulation. Possesses a strong foundation in insurance and finance, complemented by a self-directed and organized work approach.

Highest-signal resume keywords

Customer Advisory ServicesInsurance KnowledgeFinance ExpertiseRelationship BuildingSelf-Directed Work Approach

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance AnalysisRetirement PlanningClient Portfolio DevelopmentComprehensive Needs Analysis

Soft Skills

TrustworthinessOrganizational SkillsEntrepreneurial Mindset

Certifications & Qualifications

Certified Insurance ProfessionalInsurance and Finance Specialist

Industry Keywords

Customer Base DevelopmentSustainable Wealth AccumulationReferral Networks

About the role

Key responsibilities & impact

Advise and support an existing customer base
Build and develop your own customer and client portfolio
Conduct comprehensive analyses of clients’ insurance and retirement planning needs
Develop the client base sustainably, particularly through referrals and personal referral networks
In the future, contribute to the joint acquisition of additional client portfolios

Requirements

What you’ll need

Training in insurance or finance (e.g., certified insurance professional or insurance and finance specialist) or several years of experience in customer advisory services
Enjoy building long-term customer relationships rather than working under short-term sales pressure
Self-directed and well-organized approach to work
Entrepreneurial mindset and an interest in sustainable wealth accumulation
Professional and trustworthy appearance

Benefits

Comp & perks

Take over an existing customer base—no cold calling as the sole source of new business
All newly acquired customers (e.g., through referrals) remain permanently with the respective advisor and are assigned to their personal portfolio
Build long-term recurring income from your own customer base
Close, collaborative partnership on an equal footing, with entrepreneurial freedom
Opportunity to acquire an equity stake in the company following successful collaboration
Joint growth strategy, including planned acquisitions of additional client portfolios
Flexible working arrangements (office / hybrid / remote, by agreement)