Mitarbeiter für den Außendienst (w/m/d)
Core
Trainee sales representative for insurance and financial services, providing customer consultation on insurance, home savings, wealth building, and capital investments.
Role type
Trainee sales representative (insurance/finance)
Builds
Insurance policies, home savings plans, investment products
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
customer consultation, needs analysis, client acquisition, relationship management, financial product knowledge
Preferred skills
entrepreneurial mindset, goal-oriented, team player, professional demeanor
Technologies
None stated
Responsibilities
Consult customers on insurance, home savings, wealth building, and capital investments; analyze customer needs; manage a fixed client base; acquire new customers; prepare for and pass the certified insurance intermediary (IHK) exam; prepare for and pass the specialist in financial investments (DVA) exam.