Pension Adviser
CurrentPension advice, sales and activities to keep a high customer satisfaction (B-2-B and B-2-C) as well as business development.
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Jesper D. L. Jacobsen is listed as Finansiel Advice and Sales, Management, Leadership | Finans, Pension & Insurance | (+45 40766683) at Industriens Pension, a with 135 employees, based in Hillerød, Capital Region of Denmark, Denmark. AeroLeads shows a work email signal at yahoo.dk and a matched LinkedIn profile for Jesper D. L. Jacobsen.
Jesper D. L. Jacobsen previously worked as Pension Adviser at Industriens Pension and Claims Handler (temporary job) at Tryg. Jesper D. L. Jacobsen holds Level 3, 4 Og 5, Life & Pension / Insurance from Forsikringsakademiet / Danish Insurance Academy.
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Management, Financial advice and business development within the financial sector has been an important part of my jobs.My passions are management, financial advice and sale, analysis and change management related to customer needs and processes, the strategy, KPIs and marketing mix.I am loyal, take responsibility and like challenges. I'm very results oriented, empathic and have a true winning mentality, which has influenced my entire upbringing and personal development.I value a good work environment where openness, honesty, independence and good teamwork is the focus.My educational background is in economics, finance and management. I have completed a Graduate Diploma in Finance at CBS (Copenhagen Business School) at the same time as I completed a financial education (Life and Pension/Insurance) at the Danish Insurance Academy. I have also completed an EBA (Graduate Diploma in Management) at DTU - Technical University of Denmark. I got the exam grade 12 in my thesis - “A Strategic Business and Sales Plan for a Financial Company in Denmark". I'm certified in PRINCE2 Project Management and Pension Consultant (CPC). I like to develop my professional skills. Personal qualities: Customer oriented – Result oriented – High professionalism – Analytical – Structured – Empathic – Humor – LoyalSpecialties: • Strategic and Operational Sales and Advice (B-2-B & B-2-C)• Financial Management and Advice• Key Account Management and Customer Relationship Management• Business Development and Analysis• Change Management and Project Management (with PRINCE2 Certification)
Listed skills include Leadership, Marketing Management, Sales Process, Banking, and 28 others.
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Pension advice, sales and activities to keep a high customer satisfaction (B-2-B and B-2-C) as well as business development.
Tryg Travel Insurance
Ensure that insurance claims are handled efficiently and that payment for valid claims is made to the policyholders.
Account management, business development, pension counseling, sales and activities to keep a high customer satisfaction (B-2-B and B-2-C) • Counseling, sales, portfolio and contract management B-2-B• Individual counseling and information sessions about life insurance and retirement• Create competitive information and presentations to customers• Responsible for the operation, maintenance and development of "Min Pension" (customer portal)• Financial and key account management (create requirements etc.) towards the system supplier• Business development including cost-benefit analysis. project management and implementation• Responsible for the operation, maintenance and development of "www.pensionsinfo.dk" - with participation in a focus group in "Forsikring & Pension" (The Danish Insurance Association)
Topdanmark Liv
Sales and marketing coordinator in Topdanmark Liv Sales Organization• Dissemination of products, legislation and news inside the life and pension area (both internally and externally)• Create competitive information and presentations to customers• Develop, coordinate and implement concepts, sales tools and activities across the organization• Rethink and optimize the sales processes and - organization to improve customer satisfaction
FDC delivers an IT solution handling all areas of policy administration, to the Scandinavian insurance and pension industry. • Responsible for Norwegian – and Danish pension companies - contractual and daily operational negotiations and handlings. • Service Level Management / Contract management and negotiations• Financial Management – responsible for accurate monthly billing• Project Management• Business Development / ‘New Biz’ - Managing the IT-development of customers needs in cooperation with IT developers/architects.
• Financial advice to individuals - and self-employed with assets over 1 million dkr.. • Financial advice dealing with assets planning and optimization based on investment, pensions and property, including risks, return and tax optimization.
Nordea Life & Pension
Process - and business developer in various campaigns and projects about sales tools and customer portals.
Nordea Life & Pension
Financiel advice and administration of company pension schemes and contracts.
Nordea Life & Pension
Sales consultant and projectmanager on sales-oriented projects.
• Financiel advice and sales of insurance through daily customer meetings at the Service Centre or the phone.• Recruitment and training of 1 year salestraniees.
Other employees you can reach at industrienspension.dk. View company contacts for 135 employees →
Aksel Bjørn Møller
Colleague at Industriens PensionCopenhagen, Capital Region Of Denmark, Denmark
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LH
Lars Harvest
Colleague at Industriens PensionCapital Region Of Denmark, Denmark
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SS
Simone Solgaard
Colleague at Industriens PensionCopenhagen Metropolitan Area, Denmark
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Helle Nothlevsen
Colleague at Industriens PensionCopenhagen, Capital Region Of Denmark, Denmark
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JM
Jacob Møiniche
Colleague at Industriens PensionCopenhagen, Capital Region Of Denmark, Denmark
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CB
Connie Brandt
Colleague at Industriens PensionCopenhagen Metropolitan Area, Denmark
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TK
Tina Kruse Nielsen
Colleague at Industriens PensionCopenhagen, Capital Region Of Denmark, Denmark
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SB
Simon Brammer Mathson
Colleague at Industriens PensionCopenhagen, Capital Region Of Denmark, Denmark
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KE
Karina Eintoft Pedersen
Colleague at Industriens PensionDenmark
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CA
Christian Andersen Ransfort
Colleague at Industriens PensionCopenhagen, Capital Region Of Denmark, Denmark
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• Financial Management • Strategy, Organisation & Management • Strategic Marketing • Project Management - Methodologies and Tools • Lean.
2002 - 2004: HD - Graduate Diploma in Finance (part 2) • Financial Planning • Securities Analysis • Tax Law • Credit Rating • Financial.
2000 - 2001: HD - Business Adm. Diploma (part 1) • Business Economics I + II • Statistics • Information Technology & Economy
Specializing in Football (Soccer) and Triatlon.
• Pensionsrådgiver - rådgivning af det "komplekse" kundeforhold (Forsikringsakademiet modul 5.84) (2023) • Det gode online kundemøder.
Quick answers generated from the profile data available on this page.
Jesper D. L. Jacobsen works for Industriens Pension.
Jesper D. L. Jacobsen is listed as Finansiel Advice and Sales, Management, Leadership | Finans, Pension & Insurance | (+45 40766683) at Industriens Pension.
AeroLeads has found 1 work email signal at @yahoo.dk for Jesper D. L. Jacobsen at Industriens Pension.
Jesper D. L. Jacobsen is based in Hillerød, Capital Region of Denmark, Denmark while working with Industriens Pension.
Jesper D. L. Jacobsen has worked for Industriens Pension, Tryg, Unipension, Topdanmark, and Fdc.
Jesper D. L. Jacobsen's colleagues at Industriens Pension include Aksel Bjørn Møller, Lars Harvest, Simone Solgaard, Helle Nothlevsen, and Jacob Møiniche.
You can use AeroLeads to view verified contact signals for Jesper D. L. Jacobsen at Industriens Pension, including work email, phone, and LinkedIn data when available.
Jesper D. L. Jacobsen holds Level 3, 4 Og 5, Life & Pension / Insurance from Forsikringsakademiet / Danish Insurance Academy.
Jesper D. L. Jacobsen is listed with skills including Leadership, Marketing Management, Sales Process, Banking, Pensions, B2B, Insurance, and Key Account Management.
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