CareerPlan

Kundenbetreuer im Außendienst (m/w/d)

Burgsinn, BAYERNFull-time2024-09-06 → 2026-11-12
Hybrid

Core

Field-based insurance consultant visiting clients to provide personalized advice on insurance solutions and build long-term relationships.

Role type

Field insurance consultant (sales & advisory)

Builds

Insurance policies and client relationships for a local agency

Domain

Insurance / Financial Services

Deliverable

client delivery

Required skills

Client acquisition, relationship management, insurance product knowledge, independent planning, mobility (Class B driver's license), local area knowledge

Preferred skills

Sales talent, enthusiasm for insurance, initiative

Responsibilities

Visit clients at their location to consult on insurance solutions, acquire new customers, maintain relationships with existing clients, support regional marketing and sales activities, plan own schedule independently