Versicherungskaufleute (m/w/d)
Core
Managing customer data, analyzing needs, and developing individual insurance and financial plans for clients in the real estate and financing sector.
Role type
Insurance and financial sales specialist
Builds
Tailored insurance and financing solutions for individual clients
Domain
Real estate, financing, and insurance
Deliverable
client delivery
Required skills
Customer data management, needs analysis, client relationship management, market trend monitoring
Preferred skills
Experience in real estate, financing, or insurance
Technologies
None stated
Responsibilities
Maintaining customer data in insurance and financial matters, Analyzing customer needs and developing individual plans, Supporting existing customers and expanding the client base, Ensuring customer satisfaction, Informing customers about current developments in the sector