Mitarbeiter im Vertrieb (m/w/d)
Core
Sales representative providing insurance and financial planning advice to customers in the field.
Role type
Field sales representative (insurance and financial services)
Builds
Insurance policies, savings plans, and investment products for individual clients
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
customer relationship management, needs analysis, network building, trust building, solution-oriented problem solving, entrepreneurial mindset
Preferred skills
commercial acumen, goal setting
Technologies
Blended learning platform, modern training tools
Responsibilities
Actively assist customers in realizing their wishes through advice on insurance, building savings, wealth creation, and capital investments; analyze customer wishes and needs and react situationally; manage a fixed customer base and acquire new customers for the Debeka