Mitarbeiter Vertrieb Versicherungen und Finanzen (w/m/d)
Core
Trainee role preparing candidates to become certified insurance agents and financial advisors for private households.
Role type
Trainee insurance and financial sales agent
Builds
Insurance policies, building savings plans, and investment products for private clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
customer relationship management, needs analysis, sales, networking, trust-building, goal setting, entrepreneurial thinking
Preferred skills
vocational training or university degree, commercial experience, team collaboration
Technologies
none stated
Responsibilities
receive on-the-job training and internal courses, prepare for and pass IHK insurance agent and DVA financial advisor exams, consult customers on insurance, building savings, and investments, analyze customer needs, manage a fixed client base, acquire new customers