Vertriebsspezialist (m/w/d) für Vorsorge und Vermögen - Region Heilbronner Land
Hybrid
Core
Sales specialist for pension and wealth management, supporting agencies in customer acquisition and retention while providing training and coaching.
Role type
Senior sales specialist (insurance)
Builds
Pension and wealth management products for corporate and private clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance sales, customer acquisition, account management, training and coaching, knowledge transfer
Preferred skills
Experience in corporate pension planning (bAV), asset management
Technologies
Digital sales processes
Responsibilities
Implement company goals in pension and wealth management business, support new customer acquisition and existing customer management, provide training and coaching to agency partners, network with colleagues across business units