CareerPlan

Kundenberater (m/w/d) für Versicherungen & Vorsorge in Sonnefeld

Sonnefeld, BAYERNFull-time2026-09-14 → 2026-11-12

Core

Customer advisor for insurance and pension products, managing an existing customer base and providing individual solutions.

Role type

Customer advisor (insurance & pension)

Builds

Insurance and pension products for existing customers

Domain

Insurance & Financial Services

Deliverable

client delivery

Required skills

Communication, customer service orientation, organization, digital literacy (laptop/tablet/smartphone/social media), sales drive

Preferred skills

Training as insurance intermediary (IHK) or insurance and finance clerk (IHK)

Responsibilities

Manage an existing customer base independently, consult customers needs-oriented, offer individual solutions

Seniority

Entry-level to Mid-level