CareerPlan

Kundenbetreuer/in (m/w/d) der Agentur, gerne auch als Umschulung

Forchheim, Oberfranken, BAYERNFull-time2026-05-08 → 2026-11-12

Core

Customer care and sales agent for insurance, pension, wealth management, construction financing, and building savings products.

Role type

Customer care and sales agent

Builds

Insurance and financial products for private and corporate clients

Domain

Financial services / Insurance

Deliverable

client delivery

Required skills

Customer relationship management, sales of insurance and financial products, office administration, PC and software proficiency, communication, telephone marketing, Class B driver's license, own car

Preferred skills

Re-training candidates

Responsibilities

Maintain and expand customer relationships, consult and sell insurance and financial products, organize office tasks and marketing campaigns, attend training, schedule appointments