Vertriebsmitarbeiter (m/w/d) – Versicherungen & Finanzanlagen
Core
Sales representative for insurance and financial products, managing customer acquisition and portfolio maintenance.
Role type
Sales representative (insurance & finance)
Builds
Insurance and financial product solutions for private and business customers
Domain
Insurance & Financial Services
Deliverable
client delivery
Required skills
Customer acquisition, needs analysis, product consultation, contract management, communication (phone/email/in-person), office software proficiency
Preferred skills
Prior insurance/finance sales experience, specialized knowledge exam (§ 34d GewO), willingness for occasional field visits
Responsibilities
Acquiring new customers and maintaining existing client base, analyzing customer insurance needs, providing tailored advice on insurance and financial solutions, creating individual offers, managing contracts from setup to termination
Seniority
Entry-level to Mid-level, individual contributor