Kundenberater Versicherungen - Finanzen / Vorsorge (m/w/d)
Core
Provide holistic, long-term insurance and financial advice to clients, focusing on risk protection, wealth building, and sustainable solutions.
Role type
Insurance and financial advisor (sustainability focus)
Builds
Tailored insurance and financial protection solutions for individual clients
Domain
Insurance and financial services with a focus on sustainability
Deliverable
client delivery
Required skills
Insurance and financial product knowledge, client consultation, claims handling, sustainable investment principles, negotiation, German language proficiency (C1)
Preferred skills
Passion for sustainability, empathy, teamwork, self-motivation
Technologies
Insurance software, financial planning tools