Versicherungsvermittler / Versicherungsberater (m/w/d) – Quereinsteiger willkommen
Core
Provide individual insurance and pension planning advice to private and business customers.
Role type
Insurance broker / insurance consultant
Builds
Insurance and pension solutions for private and business clients
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
customer consultation, needs analysis, relationship management, proposal creation, market monitoring, administrative processing
Preferred skills
sales experience, customer service, banking/finance, real estate, retail/B2B sales, HR/advisory, commercial background
Technologies
digital consultation tools
Responsibilities
Conduct consultations (in-person, phone, digital), analyze customer needs, build and maintain long-term client relationships, create and process insurance applications, monitor the insurance market
Seniority
Entry-level / career switcher