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About the Role

As an Account Manager, you will be part of our B2C Sales Team, guiding employees of our corporate clients toward their suitable occupational pension plans. You will conduct needs-based consultations, explain complex pension topics clearly, and help interested employees make informed decisions. You will combine high service orientation with strong sales understanding: identifying needs, exciting people about pensions, and reliably guiding them to completion and beyond. Your work will primarily involve digital interaction with employees of our corporate clients, while also collaborating closely with employer-side contacts and internal teams to ensure occupational pensions are not just offered but truly understood and utilized by employees.

Responsibilities

Conduct telephone and digital consultations with employees of our corporate clients, analyze their pension needs, and develop suitable, understandable recommendations.
Clearly explain products, funding options, contributions, and benefits, guiding interested individuals through the entire consultation and closing process.
Handle inquiries regarding existing contracts, contribution changes, employer/employee changes, and other adjustments, identifying additional consultation opportunities.
Document consultations and activities meticulously in digital systems, ensuring reliable follow-up.
Collaborate closely with the Insurance Operations team, corporate clients, and insurance partners to provide quick, customer-oriented solutions for complex issues.
Support digital and in-person information and consultation appointments, actively contributing experience to the development of consultation processes, materials, and digital workflows.

Requirements

Completed vocational training in insurance or finance, with required expertise according to § 34d GewO (e.g., as an Insurance Specialist IHK or equivalent qualification).
Ideally, experience in occupational pensions, insurance sales, financial advisory, or a comparable customer-oriented sales role; knowledge of bBU and bKV is desirable.
Enjoyment of consulting and sales, with the ability to inspire people about a complex, socially relevant topic.
Attentive listening skills, ability to ask the right questions, and explain complex issues clearly, understandably, and appropriately for the audience.
Goal-oriented, structured, digital, and reliable work approach with a strong sense of responsibility and quality.
Professional and confident demeanor, fluent in German and proficient in English.
Team-oriented, self-responsible working style that fits Degura.

Skills

Consulting
Sales
Communication
Digital Collaboration
Customer Service
Problem-Solving

Location

Berlin

Work Type

Office
Remote
Hybrid
Mobile Work (including from abroad)

Experience Level

Professional

Education Level

Vocational Training in Insurance or Finance
§ 34d GewO expertise
Insurance Specialist IHK or equivalent

Salary/Compensations

Market-competitive compensation

Benefits

100% company contribution to occupational pension
Health budget of €800 per year
Subsidies for public transport
Corporate Fitness (Urban Sports Club)
Generous vacation allowance
Company discounts
Flexible working hours
Modern hardware
Personal development opportunities
Regular company and team events
Free drinks and snacks in the office

About the Company

Degura is the leading InsurTech company for occupational benefits.
Since 2018, we have been making occupational pensions digital, secure, and simple.
We offer a B2B SaaS solution, a digital platform for HR, and an app for employees, supporting employers and their workforces across the entire spectrum of occupational benefits.
We digitize processes, make pensions understandable, and provide employees with easy access to solutions that fit their lives.
Our mission: We create financial security for everyone.
We are looking for individuals who want to build something great with us and help sustainably transform the pension industry.

Equal Opportunity

Degura values equal opportunity and diversity.
We do not discriminate based on origin, religion, color, gender, sexual orientation, age, marital status, or disability.