Kundenberater für Versicherungen und Finanzen (m|w|d)
Core
Central contact for customers, advising on insurance products and building long-term relationships.
Role type
Customer advisor for insurance and finance
Builds
Insurance products and services
Domain
Insurance and Finance
Deliverable
client delivery
Required skills
sales, customer advisory, contract negotiation, digital communication, MS Office, financial understanding
Preferred skills
insurance broker license, prior experience in insurance/finance/real estate sales, commercial training
Responsibilities
Managing and expanding existing customer base, acquiring new customers, conducting consultations and closing contracts digitally or in person
Seniority
Entry to Mid-level, sales-oriented