Mitarbeiter Vertrieb Versicherungen und Finanzen (m/w/d)
Core
Sales and financial advisory role for insurance products, home savings, wealth building, and capital investments, serving private customers in the field.
Role type
Field sales agent (insurance and finance)
Builds
Insurance policies, savings plans, and investment products for private clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
customer relationship management, needs analysis, network building, trust building, professional communication
Preferred skills
vocational training or university degree, commercial experience, willingness to take exams
Technologies
none stated
Responsibilities
consult customers on insurance, home savings, wealth building, and capital investments; analyze customer needs; manage a fixed customer base; acquire new customers; prepare for and pass professional certification exams (IHK/DVA)
Seniority
Entry-level / Junior