Agenturleiter:in mit Kundenbestand
Core
Lead a portfolio of existing clients in the financial services sector, providing advisory services and acquiring new customers for pension and asset protection products.
Role type
Senior independent agency manager (financial services)
Builds
Client advisory services and new business acquisition for pension and asset protection products
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
client portfolio management, sales and acquisition, advisory consulting, leadership, self-management
Preferred skills
experience in the insurance industry, strong sales orientation
Technologies
CRM tools, Lenovo ThinkPad
Responsibilities
Advise assigned clients in financial services, manage an existing client portfolio, acquire new customers for pension products