Kaufmann/frau für Versicherungen und Finanzanlagen (m/w/d)
Core
Provide personalized and digital advice on insurance, capital investments, and building savings to a fixed customer base while acquiring new clients.
Role type
Sales and advisory specialist (insurance and financial planning)
Builds
Insurance policies, investment portfolios, and building savings contracts
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Customer analysis, solution identification, networking, sales, service orientation, flexibility, independence
Preferred skills
Sales experience, commercial background
Responsibilities
Analyze customer needs, identify suitable solutions, maintain relationships with existing clients, acquire new customers, provide digital and personal advice
Seniority
Entry-level to mid-level (open to career changers with training)