Versicherungs- und Finanzexperte im angestellten Außendienst in Bonn (w/m/d)
Core
Providing comprehensive financial and insurance advisory services to customers, focusing on savings, wealth management, and financial security.
Role type
Sales and advisory representative (insurance and finance)
Builds
Tailored insurance and financial solutions for individual customers
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Financial analysis, customer relationship management, needs assessment, sales, communication
Preferred skills
Insurance qualification, sales experience, customer-oriented mindset
Responsibilities
Conducting advisory appointments, analyzing customer insurance and savings needs, building and maintaining customer and authority contacts for new business acquisition