Kundenberater/in im Außendienst (m/w/d)
Core
Field sales and advisory role managing a portfolio of clients, expanding the customer base, and providing comprehensive insurance and pension solutions using digital tools.
Role type
Field insurance and financial advisor
Builds
Insurance and pension products for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Client portfolio management, new business acquisition, insurance and pension advisory, digital tool utilization, partnership with agency leadership
Preferred skills
Digital sales instruments, customer-oriented approach, high performance orientation, self-initiative
Responsibilities
Manage and expand a client portfolio, act as the primary contact for all insurance and pension inquiries, collaborate with agency leadership to drive business success, utilize digital tools for holistic customer consultation