Versicherungskaufmann (m/w/d)
Core
Providing tailored insurance solutions for clients in areas like retirement planning, investments, real estate, financing, and insurance.
Role type
Insurance sales and advisory specialist
Builds
Customized insurance products and financial solutions for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Insurance product knowledge, client consultation, communication, sales, financial planning
Preferred skills
Experience in insurance or financial services, digital tools proficiency
Technologies
Online consultation platforms, comparison and analysis software, digital signature tools
Responsibilities
Advise existing and potential clients on selected insurance topics, handle customer service via phone, email, or online, conduct client meetings when required