Vertriebsmanager im Bereich Versicherung- und Finanzen m/w/d
Core
Supporting sales leadership in service and business customer care, preparing customer meetings, and creating financial and insurance analyses.
Role type
Sales assistant (commercial/insurance)
Builds
Financial optimization solutions and risk minimization strategies for SMEs in craft, transport, construction, and service sectors.
Domain
Insurance and Finance
Deliverable
dashboards & analysis
Required skills
Commercial training, CRM system management, MS Office proficiency, offer creation and tracking, administrative organization
Preferred skills
Customer service (phone and field), communication skills, structured and independent work style, interest in finance and economy
Responsibilities
Support sales leadership in service and business customer care, prepare customer meetings, create financial and insurance analyses, maintain and update customer data in CRM, communicate with business partners, banks, and insurers, create and follow up on offers, organize administrative processes
Seniority
Entry-level