Mitarbeiter (w/m/d) Vertrieb Versicherungen und Finanzanlagen
Core
Sales and financial advisory role for insurance and investment products, serving individual customers in the field.
Role type
Field sales and financial advisor
Builds
Insurance policies, building savings plans, and capital investment products
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
customer relationship management, needs analysis, sales, financial advisory, networking, trust-building, goal-oriented work, entrepreneurial mindset
Preferred skills
vocational training or university degree, experience in commercial activities, ability to pass IHK and DVA exams
Technologies
None stated
Responsibilities
Consult customers on insurance, building savings, and capital investments; analyze customer needs; manage a fixed customer base; acquire new customers
Seniority
Entry-level to Mid-level (training provided)