Kaufmann für Versicherungen - Vertriebsinnendienst (w/m/d)
Core
Support the sales team and members through phone and personal consultation, processing applications, and analyzing sales results.
Role type
Sales operations specialist (insurance)
Builds
Insurance and savings products for members
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Insurance and financial planning training, customer orientation, communication, concentration, flexibility
Responsibilities
Phone and personal consultation of members and prospects, advising sales agents on insurance and savings inquiries, processing digital applications and sales correspondence, supporting portfolio retention and expansion, creating analyses of production results