Versicherungsreferent (m/w/d) Privatkunden
On-site
Core
Support insurance advisors in a private banking branch by conducting customer consultations, analyzing policy documents, and providing specialized training.
Role type
Insurance specialist (private customers)
Builds
Insurance policies and advisory services for private clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance product knowledge, customer consultation, policy analysis, training delivery
Preferred skills
Experience in sales, ability to conduct on-site training
Responsibilities
Support insurance advisors with customer consultations, analyze customer documents, conduct specialized insurance advice, deliver training sessions to advisors
Seniority
Mid-level, experienced professional