Manage and assume an existing portfolio of corporate and private clients, focusing on pension planning for customers aged 45+ and SME clients. Advise on and sell tailored solutions for pension provision, wealth accumulation, and diversification. Acquire new customers through systematic market development, represent the company locally, and refer business to cooperation partners.

Manage and develop existing customer relationships, acquire new clients through systematic market outreach, conduct comprehensive pension and financial consultations, and sell tailored solutions for retirement planning and wealth building. Represent the company in the assigned sales territory and refer business to cooperation partners. The role requires insurance and finance sales experience, industry certification, strong advisory and sales skills, resilience, initiative, and an entrepreneurial mindset.