Mitarbeiter Vertrieb Versicherungen und Finanzen (m/w/d)
Core
Sales and financial advisor role focused on insurance, home savings, wealth building, and capital investments for customers.
Role type
Sales representative (insurance and finance)
Builds
Insurance policies, savings plans, and investment products for individual customers
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
customer relationship management, needs analysis, network building, trust building, professional communication
Preferred skills
vocational training or university degree, commercial experience, willingness to take exams
Technologies
none stated
Responsibilities
consult customers on insurance, home savings, wealth building, and capital investments; analyze customer needs; manage a fixed customer base; acquire new customers
Seniority
Entry-level / Trainee