Mitarbeiter (w/m/d) Vertrieb Versicherungen und Finanzanlagen
Core
Sales and financial advisory role for insurance and investment products, serving individual customers in the field.
Role type
Field sales and financial advisor
Builds
Insurance policies, building savings plans, and capital investment products for private clients
Domain
Insurance and Financial Services
Deliverable
product features
Required skills
Customer relationship management, needs analysis, sales, financial planning, trust-building, networking
Preferred skills
Entrepreneurial mindset, goal-oriented, team player
Technologies
None stated
Responsibilities
Consult customers on insurance, building savings, and capital investments; analyze customer needs; manage a fixed client portfolio; acquire new customers
Seniority
Entry-level / Trainee