CareerPlan

Kundenberater Versicherungen und Finanzen (m/w/d)

Crailsheim, BADEN_WUERTTEMBERGFull-time2023-02-27 → 2026-11-09

Core

Customer advisor for insurance and finance products, building long-term client relationships and acquiring new business through networking and referrals.

Role type

Customer-facing insurance and finance sales advisor

Builds

Insurance and financial products for individual clients

Domain

Insurance and Financial Services

Deliverable

client delivery

Required skills

Customer relationship management, sales techniques, networking, administrative tasks, MS Office basics, Class B driver's license

Preferred skills

Proven sales success, strong persuasion and communication skills, initiative, responsibility