Versicherungsfachmann/ Bankkaufmann/ angestellter Kundenberater Vertrieb (m/w/d)
Core
Customer advisor for an independent insurance agency, building client relationships and acquiring new business through planned outreach and referrals.
Role type
Sales and service insurance agent
Builds
Insurance policies and financial products for private and business clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, sales techniques, administrative tasks, MS Office basics, Class B driver's license
Preferred skills
Proven sales success, strong persuasion and communication skills, initiative
Technologies
MS Office
Responsibilities
Acquire new customers through planned acquisition and evaluation of relationship, referral, and external addresses; Provide professional care for assigned customers through regular customer service and administrative tasks; Collaborate with the agency owner and specialized advisors from Württembergische Versicherung.
Seniority
Entry to Mid-level, individual contributor