Angestellte:r Kundenberater:in im Vertrieb | Region Friedrichshafen und Überlingen (m/w/d)
Core
Sales consultant for insurance products, building long-term client relationships and managing a portfolio in the Friedrichshafen/Überlingen region.
Role type
Insurance sales consultant (IC)
Builds
Tailored insurance products for clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance sales, client relationship management, portfolio management, appointment scheduling, empathy, goal orientation
Preferred skills
IHK training in insurance/finance, cross-functional sales experience
Technologies
Digital appointment tools, modern consulting platforms
Responsibilities
Engage and delight customers with insurance products, manage and grow the client portfolio, build and maintain long-term client relationships, schedule and coordinate client meetings independently
Seniority
Entry-level to Mid-level, hands-on IC