Finanzberater (m,w,d)
Hybrid
Core
Comprehensive advisory on insurance and financial matters, analyzing individual needs and crafting tailored solutions.
Role type
Financial advisor (insurance and wealth management)
Builds
Insurance products and investment/financing options
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Insurance knowledge, pension planning expertise, financial product knowledge, sales skills, customer relationship management
Preferred skills
Experience in selling financial products
Responsibilities
Analyze individual client needs, develop tailored solutions, mediate insurance products and investment/financing options, build and maintain a client base
Seniority
Individual Contributor