Kundenberater/ Bankkaufmann/ Versicherungsfachmann/ Vertriebsprofi (m/w/d) im Außendienst
Core
Customer-facing sales role for insurance products, building relationships and conducting consultations in person or virtually.
Role type
Field sales agent (insurance)
Builds
Insurance policies and financial products for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
sales, customer relationship management, communication, negotiation, empathy, self-management, digital affinity, social media usage
Preferred skills
vocational training in insurance, banking, real estate, or automotive, prior sales experience, knowledge of financial trends
Technologies
social media platforms, digital tools
Responsibilities
conduct customer consultations in person or virtually, build and maintain customer relationships, work with agency owners and internal specialists, provide service-oriented support to assigned customers