Versicherungs- und Finanzberater (m/w/d) – Einstieg und Weiterentwicklung
Core
Provide financial and insurance advisory and sales services to private and corporate clients.
Role type
Entry-level insurance and financial advisor
Builds
Financial and insurance products for private and corporate clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Sales, advisory, customer acquisition, needs analysis, contract negotiation, data management, partner communication
Preferred skills
Training and certification readiness, structured work style, teamwork
Technologies
None stated
Responsibilities
Consult and support private and corporate clients on financial and insurance matters, actively acquire new customers and sell products, determine needs, create offers, and close contracts, maintain customer data and prepare documentation, communicate with insurance companies and financial partners