Versicherungskaufmann/-frau / Berater/in (m/w/d) in Eberswalde
Core
Assist and execute advisory and care processes for wealth building, provision, and asset protection, serving clients via direct contact.
Role type
Insurance advisor / financial consultant
Builds
Insurance and fund advisory services
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
client communication, application processing, document digitization, CRM management, research, comparison, calculation, project coordination, office process optimization
Preferred skills
sales skills, organizational ability, independent work, willingness to learn, responsibility
Technologies
CRM systems