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 and financial advisor
Builds
Insurance policies, savings plans, and investment portfolios for private clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, needs analysis, network building, professional communication, trust-building
Preferred skills
Vocational training or university degree, commercial experience, willingness to obtain IHK and DVA certifications
Technologies
Blended learning, IHK certification, DVA certification
Responsibilities
Consult customers on insurance, home savings, wealth building, and capital investments; analyze customer needs; manage a fixed client base; acquire new customers
Seniority
Entry-level to Junior