Kaufmann / Kauffrau für Versicherungen und Finanzanlagen (m/w/d)
On-site
Core
Providing insurance and financial product advice to new and existing customers, creating and tracking proposals.
Role type
Insurance and financial advisor
Builds
Insurance and financial product proposals
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer consultation, proposal creation, sales target achievement
Responsibilities
Consulting and supporting new and existing customers in insurance and finance, creating and tracking proposals, collaborating with the team to achieve sales targets