CareerPlan

Mitarbeiter/innen im Vertrieb (m/w/d)

Passau, BAYERNFull-time2023-10-27 → 2026-11-12

Core

Sales and insurance advisor role focused on customer consultation for insurance, building savings, wealth formation, and capital investments.

Role type

Sales representative (insurance and financial services)

Builds

Insurance policies, building savings plans, investment products

Domain

Insurance and financial services

Deliverable

client delivery

Required skills

customer consultation, needs analysis, client acquisition, relationship management, professional communication, goal-oriented work, entrepreneurial thinking

Preferred skills

vocational training or university degree, commercial experience, team collaboration

Technologies

none stated

Responsibilities

consult customers on insurance and financial products, analyze customer needs, acquire new clients, manage an existing client portfolio

Seniority

Entry-level to Junior