Mitarbeiter Vertrieb Versicherungen und Finanzen (w/m/d)
Core
Sales and financial advisory role for insurance products, home savings, and asset management serving individual customers in Germany.
Role type
Sales and financial advisor (insurance and banking)
Builds
Insurance policies, savings plans, and investment portfolios for private clients
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
Advise customers on insurance, home savings, and asset formation; analyze customer needs; manage a fixed customer base; acquire new customers
Seniority
Entry-level / Trainee