Quereinsteiger / Mitarbeiter Vertrieb Versicherungen und Finanzen (w/m/d)
Core
Sales and financial advisor role for insurance and building savings products, serving individual customers in the German market.
Role type
Entry-level sales representative (insurance and finance)
Builds
Insurance policies, building savings contracts, and investment products
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer relationship building, needs analysis, sales, professional communication, network development
Preferred skills
Entrepreneurial mindset, goal orientation, problem-solving
Technologies
Blended learning platforms, CRM systems (implied by customer management)
Responsibilities
Consult customers on insurance, building savings, wealth formation, and capital investments; analyze customer needs; manage a fixed customer base and acquire new clients; prepare for and pass IHK and DVA professional exams within the first year.