CareerPlan

Quereinsteiger (w/m/d) im Vertrieb für Versicherungen und Finanzanlagen

Schwandorf, Bayern, BAYERNFull-time2024-06-07 → 2026-10-12
Hybrid

Core

Primary contact and advisor for insurance, construction savings, wealth formation, and capital investments, managing an existing customer base and acquiring new clients.

Role type

Sales and advisory representative (insurance and financial products)

Builds

Insurance policies, construction savings plans, investment portfolios

Domain

Insurance and Financial Services

Deliverable

client delivery

Required skills

Sales, customer advisory, communication, self-organization, entrepreneurial mindset, learning agility

Preferred skills

Prior sales experience, customer service orientation

Technologies

Digital advisory tools

Responsibilities

Consulting customers on-site or digitally, maintaining and growing the customer base, developing individual sales concepts

Seniority

Entry-level (career switcher with training provided)