Gewerbekundenberater/in
Core
Customer advisor for insurance and asset management products, focusing on private clients and expanding existing agency relationships.
Role type
Customer advisor (insurance and asset management)
Builds
Tailored insurance, pension, and wealth management solutions for private clients
Domain
Insurance and Asset Management
Deliverable
client delivery
Required skills
Customer-oriented approach, sales talent, administrative task execution, Class B driver's license
Preferred skills
Vocational training in insurance/pension/finance (BÖV), experience in insurance/pension/financial advisory
Responsibilities
Serve as the primary contact for policyholders, analyze customer needs, create quotes, handle correspondence
Seniority
Experienced