Angestellte:r Fachberater:in im Vertrieb | Region Mühlheim und Trossingen (m/w/d)
On-site
Core
Sales advisor for insurance products serving employees of Kreissparkasse Tuttlingen and local customers.
Role type
Insurance sales advisor (IC)
Builds
Insurance policies and financial planning solutions
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Insurance sales, customer relationship management, appointment scheduling, independent work, vehicle operation
Preferred skills
IHK training in insurance/financial assets, team collaboration
Technologies
Digital scheduling tools, modern advisory platforms
Responsibilities
Engage customers with tailored insurance products, manage customer appointments (digital or on-site), provide expert support for all insurance topics for employees
Seniority
Entry-level to Mid-level, hands-on IC