Mitarbeiter (m/w/d) Vertrieb, Versicherungen und Finanzanlagen
Core
Sales and financial advisory role for insurance, construction savings, and investment products serving individual customers in Germany.
Role type
Sales representative (insurance and financial planning)
Builds
Insurance policies, construction savings plans, and investment portfolios for private clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
customer relationship management, needs analysis, sales, networking, trust-building, solution-oriented thinking, entrepreneurial mindset
Preferred skills
vocational training or university degree, prior commercial experience
Technologies
blended learning platforms, industry certification exams (IHK, DVA)
Responsibilities
consult customers on insurance, construction savings, and investments; analyze customer needs; manage a fixed client portfolio; acquire new clients; pass professional certification exams within the first year
Seniority
Entry-level / Trainee