Wir suchen Verkäufer (m/w/d) für den Versicherungs- und Finanzvertrieb
Core
Provide comprehensive insurance and financial planning advice to clients, analyzing risks and needs to create individual insurance concepts.
Role type
Insurance and financial sales agent
Builds
Individual insurance concepts and optimized policies for clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Risk analysis, Needs assessment, Insurance product knowledge, Financial planning, Client consultation, Regulatory compliance
Preferred skills
Team collaboration, Continuous learning, Attention to detail
Responsibilities
Conduct detailed, free-of-charge consultation interviews with clients, Analyze client risks and needs, Develop individual insurance concepts, Optimize existing insurance policies, Stay updated on insurance trends and legal changes
Seniority
Entry to Mid-level