Versicherungsfachmann (m/w/d) für das Privatkundengeschäft und den Filialvertrieb
Core
Insurance specialist for private customer business and branch sales, providing advice on private pension and risk protection, conducting financial analyses, and supporting bank employees.
Role type
Insurance sales and advisory specialist
Builds
Insurance products and financial protection solutions for private individuals
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance expertise, financial analysis, customer relationship management, sales, complex explanation, independent action
Preferred skills
Service orientation, active listening, friendly and engaging demeanor
Responsibilities
Advise customers on private pension and risk protection, support bank employees on insurance topics, conduct financial analyses for asset protection, acquire new customers, sell insurance in branches
Seniority
Entry-level to Mid-level, training provided