Mitarbeiter Vertrieb Versicherungen und Finanzanlagen (w/m/d)
Core
Sales and financial advisor role focused on insurance, home savings, wealth building, and capital investments for customers.
Role type
Sales agent (insurance and financial products)
Builds
Insurance policies, savings plans, investment portfolios
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
customer relationship management, needs analysis, network building, trust building, entrepreneurial thinking
Preferred skills
training on the job, IHK and DVA certification preparation
Technologies
Blended-Learning, "gut beraten" initiative
Responsibilities
Consult customers on insurance, home savings, wealth building, and capital investments; analyze customer needs; manage a fixed customer base and acquire new clients; prepare for and pass IHK and DVA professional exams.
Seniority
Entry-level / Trainee