CareerPlan

Kaufmann für Versicherungen und Finanzen im Vertriebsinnendienst in München (w/m/d)

München, BAYERNFull-time2026-08-17 → 2026-11-12

Core

Sales and customer service specialist for composite insurance products, managing leads and cross-selling to existing customers.

Role type

Sales and service specialist (insurance)

Builds

Insurance and pension products for private households

Domain

Insurance and financial services

Deliverable

client delivery

Required skills

composite insurance knowledge, cross-selling, lead management, customer retention, stakeholder management, sales acquisition

Preferred skills

prior insurance experience, customer contact skills, negotiation skills

Responsibilities

Personal and telephone consultation on composite insurance, cross-selling of insurance and pension products, active new business acquisition, customer portfolio and after-sales management, appointment management, cooperation with outside sales team