Agenturleiter (m/w/d) Schmallenberg/ Westerwald
Core
Lead a portfolio of financial service customers, provide advisory services, and acquire new clients for insurance and wealth management products.
Role type
Agency Manager (Financial Services)
Builds
Insurance and wealth management products for individual clients
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
customer acquisition, portfolio management, financial advisory, sales orientation, leadership
Preferred skills
experience in insurance industry, creative problem solving
Responsibilities
advise assigned customers, manage customer portfolio, acquire new clients