Insurance Broker
getquin is a digital wealth platform for individual investors. It helps users aggregate financial accounts and assets, track portfolios and net worth, analyze performance, plan for retirement, and access AI tools and financial advice.
Funding history
About getquin
Founded in 2020, getquin provides a web and mobile wealth-management platform for people who want to understand and manage their finances in one place. Users can connect bank and brokerage accounts, import investments, cash, alternative assets, insurance and liabilities, then use real-time portfolio tracking, analytics, dividend forecasting, financial planning, AI-powered insights, and optional advisory services. Its offering serves both beginner and experienced individual investors, with free and subscription plans.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You provide independent video and telephone insurance advice, build long-term customer relationships, create individualized protection concepts and provider-independent market comparisons, manage and optimize existing contracts, guide customers strategically, improve customer-facing processes, and support insurance-related customer matters.
Requirements
- Qualification under §34d GewO for insurance intermediation
- Qualification under §34f GewO is preferred
- Relevant customer advisory experience at an insurance broker, pool, financial services provider, or bank
- Strong knowledge of the insurance market and tariffs
- Understanding of holistic insurance and retirement solutions
- Independence and a hands-on mindset
- Excellent analytical and communication skills
- Strong interpersonal and teamwork skills
- Motivation to develop digital processes
- Native-level German and good written and spoken English
Responsibilities
- Provide independent and comprehensive insurance advice by video and telephone
- Build long-term customer relationships through proactive communication
- Create individualized insurance protection concepts
- Prepare provider-independent market comparisons
- Manage and optimize existing contracts
- Provide strategic guidance on existing contracts
- Collaborate across departments to implement new ideas
- Improve customer satisfaction
- Support relevant customer relationship matters