Kundenberater Versicherungen & Finanzen (m/w/d)
Core
Customer advisory and sales for insurance and financial products including mortgages, private loans, investments, and utilities.
Role type
Client-facing financial advisor (insurance & finance)
Builds
Insurance policies, financial contracts, and client advisory solutions
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer advisory, sales, contract negotiation, needs analysis, relationship management
Preferred skills
Experience in insurance, banking, or finance, initiative, reliability, communication
Technologies
CRM systems, financial planning tools
Responsibilities
Advise existing customers on insurance and financial products, analyze and optimize current coverage, identify new advisory needs, negotiate and close insurance contracts, generate new business, acquire referrals, maintain long-term client relationships