Angestellte:r Fachberater:in im Vertrieb | Region Friedberg und Umgebung (m/w/d)
Hybrid
Core
Sales advisor for insurance products, managing a client portfolio and providing 360° customer service.
Role type
Sales advisor (insurance)
Builds
Insurance products and services for individual customers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance sales, customer relationship management, appointment management, portfolio management
Preferred skills
IHK qualification in insurance/financial assets, experience in insurance sales
Technologies
Digital tools for appointment planning and customer consultation
Responsibilities
Engage customers with tailored insurance products, manage and grow the client portfolio, plan and coordinate customer meetings (digital or onsite), provide 360° customer service