CareerPlan

Versicherungsfachmann/ Versicherungskaufmann als Kundenberater (m/w/d) im Vertrieb

Oberboihingen, BADEN_WUERTTEMBERGFull-time2026-07-31 → 2026-11-12
Hybrid

Core

Customer advisor in a specialized insurance agency, providing personal and digital advice on insurance products to help clients achieve their goals.

Role type

Sales customer advisor (insurance)

Builds

Individualized insurance solutions and offers

Domain

Insurance / Financial Services

Deliverable

client delivery

Required skills

Insurance-specific training (Versicherungsfachmann/Versicherungskaufmann), sales enthusiasm, communication skills, customer orientation, Class B driver's license

Preferred skills

Prior sales success, willingness to learn

Technologies

Modern advisory tools

Responsibilities

Advise customers personally or digitally on insurance products, identify customer needs and goals, develop individual solution proposals and offers

Seniority

Entry-level to Mid-level