Mitarbeiter Vertrieb Versicherungen und Finanzanlagen (w/m/d)
Core
Sales and financial advisor role focused on insurance, home savings, wealth building, and capital investments for customers.
Role type
Sales representative (insurance and financial products)
Builds
Insurance policies, home savings plans, investment portfolios
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, needs analysis, trust-building, networking, goal-oriented work, entrepreneurial mindset
Preferred skills
Vocational training or university degree, commercial experience, team collaboration
Technologies
None stated
Responsibilities
Advise customers on insurance, home savings, wealth building, and capital investments; Analyze customer needs and react situationally; Manage a fixed customer base and acquire new clients; Pass IHK and DVA certification exams within the first year of employment