Angestellte:r Fachberater:in im Vertrieb | Region Radolfzell und Stockach (m/w/d)
Core
Sales advisor for insurance products, managing customer portfolios and providing 360° service via digital tools and in-person meetings.
Role type
Sales advisor (insurance)
Builds
Insurance policies and financial products for individual customers
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Insurance sales, customer relationship management, digital advisory tools, portfolio management, independent planning
Preferred skills
IHK training in insurance/finance, experience with digital advisory systems
Technologies
Digital advisory app
Responsibilities
Acquire and grow customer base, manage customer appointments (digital and in-person), provide comprehensive insurance advice, maintain long-term client relationships
Seniority
Entry to Mid-level, individual contributor