Mitarbeiter Vertrieb Versicherungen und Finanzen (w/m/d)
Core
Sales and financial advisory role for private households, focusing on insurance, building savings, wealth formation, and capital investments.
Role type
Sales and financial advisor
Builds
Insurance policies, building savings plans, investment products
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
customer relationship management, needs analysis, sales, financial planning, trust-building, networking
Preferred skills
entrepreneurial mindset, goal-oriented, team player
Responsibilities
Consult customers on insurance, building savings, wealth formation, and capital investments; analyze customer needs; manage a fixed customer base and acquire new clients.
Seniority
Entry-level / Trainee