Kundenberater (m/w/d)
Core
Customer advisor for insurance, investment, and financing products serving Allianz General Agency clients.
Role type
Customer advisor (insurance and financial services)
Builds
Insurance policies, investment portfolios, and financing solutions for individual clients
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
customer relationship management, needs analysis, financial product knowledge, trust-building, networking, goal-oriented work, entrepreneurial mindset
Preferred skills
vocational training or university degree, commercial experience, team collaboration
Technologies
none stated
Responsibilities
consult customers on insurance and investment products, analyze customer needs and react situationally, manage a fixed client portfolio, build and maintain professional networks
Seniority
Entry to Mid-level, individual contributor