CareerPlan

Wir suchen Kundenberater (m/w/d)

Lommatzsch, SACHSENFull-time2026-08-06 → 2026-11-12

Core

Provide holistic insurance and finance consulting to assigned customers, actively acquire new clients, and build long-term relationships.

Role type

Customer Advisor (Insurance & Finance)

Builds

Insurance and financial products for individual customers

Domain

Insurance and Finance

Deliverable

client delivery

Required skills

Insurance sales, customer relationship management, complex topic explanation, digital communication, self-organization, goal orientation

Preferred skills

Commercial training in insurance/sales, empathy, flexible working hours

Technologies

Digital communication tools

Responsibilities

Holistic customer consulting in insurance and finance, managing a fixed customer portfolio, active customer acquisition