Versicherungsfachmann/ Vertriebsprofi (m/w/d) als Kundenberater (m/w/d)
Core
Act as a customer advisor and insurance broker, providing personal and digital advice on insurance products to help clients achieve their financial goals.
Role type
Insurance broker / Customer advisor
Builds
Individualized insurance solutions and offers for clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Sales, customer consultation, needs analysis, solution design, communication
Preferred skills
Insurance-specific training (Versicherungsfachmann), prior sales experience, driver's license (Class B)
Technologies
Modern digital tools
Responsibilities
Advise customers personally or digitally on insurance products, analyze customer wishes and goals, develop individual solution proposals and offers, support agency management
Seniority
Entry to Mid-level