Versicherungsfachmann / Außendienstmitarbeiter / Kundenberater / Bankkaufmann (m/w/d)
Hybrid
Core
Customer advisor and sales representative for an independent insurance agency, building client relationships and conducting sales conversations.
Role type
Field sales agent / Customer advisor
Builds
Insurance policies and financial products for individual clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
sales, customer relationship management, communication, negotiation, MS Office, driving license (Class B)
Preferred skills
vocational training in insurance or banking, prior sales success, affinity for digital tools
Responsibilities
conduct customer conversations in person or virtually, build and maintain client relationships, collaborate with agency owners and internal specialists, serve assigned clients with engagement and expertise