Kundenberater (m/w/d) für Versicherungen und Finanzen
On-site
Core
Providing comprehensive insurance and financial advice to customers using the plan360° system, including active preparation and follow-up.
Role type
Customer advisor (insurance and finance)
Builds
Insurance and financial products for individual customers
Domain
Insurance and Finance
Deliverable
client delivery
Required skills
Customer consultation, digital media communication, customer relationship management, sales
Preferred skills
Commercial training, customer service experience
Technologies
plan360°
Responsibilities
Conducting round-the-clock customer consultations, preparing and following up on customer meetings, reaching out to customers via digital media, managing and expanding the existing customer base
Seniority
Entry-level to Mid-level