Vertriebsassistenz / Sachbearbeitung Versicherungen (m/w/d)
Core
Sales assistant and insurance claims processing supporting the management of a wealth and pension center.
Role type
Sales assistant / Insurance claims processor
Builds
Insurance offers and client appointment scheduling
Domain
Insurance / Wealth Management
Deliverable
product features
Required skills
Sales experience in insurance, Commercial training, Telephone communication, Written and verbal expression, Cross-selling analysis
Preferred skills
None stated
Technologies
Agency system
Responsibilities
Prepare and follow up appointments in the pension center, Conduct success-oriented calls with prospects and clients, Schedule appointments with the managing director, Maintain data in the agency system, Create insurance offers, Review existing customer potential for cross-selling approaches
Seniority
Entry-level