Versicherungs- und Finanzexperte im angestellten Außendienst in München (w/m/d)
Core
Providing comprehensive financial and insurance advisory services to individual customers, focusing on savings, wealth management, and existential security.
Role type
Sales consultant (insurance and finance)
Builds
Tailored insurance and financial solutions for individual customers
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Financial planning, risk analysis, customer relationship management, sales, regulatory compliance
Preferred skills
Insurance qualification, sales experience, customer-oriented mindset
Responsibilities
Conducting advisory appointments, analyzing customer insurance and savings needs, building and maintaining customer and authority contacts for new business acquisition