Versicherungskaufmann/-frau oder Versicherungsfachwirt/in für die Kundenberatung
Core
Provide holistic financial and wealth planning advice to customers at local centers, via phone, and via Skype, integrating insurance aspects into overall solutions.
Role type
Insurance sales and advisory specialist
Builds
Tailored financial and insurance solutions for individual life situations
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Customer acquisition, long-term client retention, holistic financial planning, insurance integration, communication, negotiation
Preferred skills
Willingness to learn comprehensive bank advisory
Technologies
Skype, telephone
Responsibilities
Manage own customer portfolio independently, identify individual financial goals, develop customized solutions, acquire new customers, maintain long-term client relationships, collaborate with advisory center team and specialists