New client acquisition: You proactively approach potential clients in the housing sector, present our portfolio and acquire new customers for long-term collaboration.
Existing client management: You advise housing companies on existing and new insurance contracts, with a focus on building, property and liability insurance as well as other corporate insurance products.
Networking: You work closely with the sales teams of our other product areas and leverage this network to drive your sales success.
Fee-based consulting: You support insurance analyses and risk-optimization projects — from analysis of the housing company to development of recommendations and presentation to the client.
Insurance concepts: You develop structured insurance solutions and present them convincingly to managing directors and boards.
Claims processes: You understand your clients' claims handling workflows and can explain and optimize digital processes and integration/interface topics with other systems.
Events: You represent Dr. Klein Wowi Finanz at industry and specialist events and actively maintain your regional network.
Requirements
Qualification: Insurance clerk or equivalent (m/f/d), ideally with further qualification as a Versicherungsfachwirt (insurance specialist) — required for advisory services under §34d VVG.
Experience: Several years of professional experience in corporate client business or broker business with a focus on property and liability insurance.
Experience in the housing sector is a plus but not mandatory.
Sales skills: You proactively approach people, build contacts (also at events) and convince with both professional expertise and personal presence.
Empathy & relationship orientation: You have a good feel for your interlocutors, listen attentively and build trust with clients and within the team.
Self-organization: You work independently from a home office, structure your sales activities and keep an overview even when handling multiple parallel projects.
Communication: Confident demeanor when dealing with managing directors and boards; negotiation-level German (C2).
Travel willingness: Willingness to travel regionally within Baden-Württemberg, Bavaria and Rhineland-Palatinate.
Technical affinity: Willingness to understand digital tools and ERP interfaces and to explain them during client conversations.
Tech Stack
ERP
Benefits
100% remote: You work fully from the home office.
Company car: Company vehicle included for private use.
Compensation: Attractive fixed salary plus a performance-related bonus tied to your new-business acquisition and client retention.
Network: Close collaboration with partner sales teams for financing and software products — enabling greater synergies and joint sales projects.
Benefits: Employee discounts, company and team events, subsidized pension plan.
Development: Diverse development opportunities in a growing company with over 70 years of industry experience.