Financial Advisory Specialist / Fachwirt für Finanzberatung (m/w/d) - Home Office

You have a passion for advising academic clients, but no desire for active prospecting? You want to work flexibly and enjoy the freedom of being self-employed while under the umbrella of an employment contract? Then you are in the right place with us! 🤓 Responsibilities Individual online consultations: Professional and structured advice on occupational disability, private health insurance, and retirement planning via Microsoft Teams Act as a technical expert instead of aggressive selling: Expert consulting for academic clients – without sales pressure, but with competence and transparency Handle customer inquiries: Answering inquiries from well-informed clients seeking a sound basis for decision-making rather than conducting traditional sales pitches Develop solutions: Creating tailor-made insurance and pension solutions that optimally match the sophisticated needs of premium clients Contract management: Supporting clients from the initial consultation to contract conclusion, as well as assisting with contract modifications Team exchange: Active participation in the weekly "Teams" meeting to discuss current cases and support one another Continuous professional development: Ongoing training in relevant subject areas to always stay up-to-date and support clients at the highest level Qualifications Advanced financial degree such as Insurance Fachwirt, Financial Advisory Fachwirt, or similar Special expertise in at least one of the core areas of Private