CareerPlan

Vorsorgefachmann BY (m/w/d)

Bad Tölz, BAYERNFull-time2025-01-25 → 2026-11-03

Core

Acquiring new clients for insurance products and managing existing customer portfolios to generate sales.

Role type

Sales specialist (insurance)

Builds

Insurance policies and financial planning services

Domain

Insurance

Deliverable

client delivery

Required skills

client acquisition, closing sales, portfolio management, lead generation

Preferred skills

proven sales success, clear career goals

Technologies

none stated

Responsibilities

acquiring new customers, managing customer inquiries, closing sales deals, maintaining customer portfolios