Kundenberater:in im Vertrieb | Region Calw (m/w/d)
Core
Sales and customer service role for insurance products, managing a portfolio and building long-term client relationships.
Role type
Insurance sales representative / Customer advisor
Builds
Insurance products for individual customers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance sales, customer relationship management, portfolio management, appointment scheduling, empathy
Preferred skills
IHK training in insurance/finance, cross-functional sales experience
Technologies
Digital consultation tools
Responsibilities
Engage and delight customers with tailored insurance products, manage and grow the customer portfolio, build and maintain long-term client relationships, plan and coordinate customer meetings (digital or on-site), provide 360-degree customer service.
Seniority
Entry-level to Mid-level (training available for career changers)