Vertriebsmitarbeiter/in (m/w/d) ***gerne auch Quereinstieg inkl. Qualifizierung möglich***
Core
Field sales representative for a pension and wealth management center, acquiring new clients and managing existing relationships through network development and customer service.
Role type
Field sales representative (insurance/wealth management)
Builds
New client acquisition and ongoing customer care for pension and wealth management products
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
client acquisition, relationship management, customer service, sales, network development, administrative tasks
Preferred skills
sales success, persuasion, communication, initiative, responsibility
Technologies
MS Office
Responsibilities
Acquire new clients through planned sourcing and evaluation of relationship, referral, and external addresses; build customer relationships using innovative network maintenance methods; provide technical customer service and handle associated administrative tasks for assigned clients; collaborate with the agency owner and specialized advisors; work with modern sales approaches in a long-established client base.