Vertriebsassistent (m/w/d) gesucht *Minijob*
Core
Sales assistant supporting a financial advisory firm in acquiring new clients, managing existing relationships, and presenting insurance products.
Role type
Sales assistant (insurance/financial services)
Builds
Insurance products and financial solutions for clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Customer acquisition, relationship management, product presentation, needs analysis, contract administration, MS Office (Word, Excel, Outlook, Teams)
Responsibilities
Acquiring new customers via phone, email, or in-person visits; maintaining and developing existing client relationships; presenting insurance products and benefits; conducting needs analysis to identify individual insurance requirements; supporting contract signing and processing; handling customer inquiries