Kaufmann/-frau - Versicherungen und Finanzanlagen (m/w/d)
Core
Sales and investment advisor developing sales strategies, observing market trends, and managing long-term client relationships for insurance and financial products.
Role type
Insurance and financial sales advisor
Builds
Insurance and financial product portfolios for clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Sales strategy development, market observation, client relationship management, CRM system usage, performance reporting, negotiation, communication
Preferred skills
Team leadership, experience in insurance/financial services/hospitality, driving license (Class B)
Responsibilities
Develop and implement sales strategies, monitor market trends, build and maintain client relationships, create performance reports, use CRM systems, attend team meetings and workshops