Angestellte:r Fachberater:in im Vertrieb | Region Bretten (m/w/d)
Core
Provide comprehensive insurance advice and 360° customer care to Sparkasse members, managing appointments and building long-term relationships.
Role type
Insurance sales consultant (IC)
Builds
Tailored insurance products and financial planning services for Sparkasse customers
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance product knowledge, customer relationship management, appointment scheduling, financial planning, independent work
Preferred skills
Continuous learning, team collaboration
Technologies
Modern advisory tools
Responsibilities
Engage customers with tailored insurance products, manage customer appointments (digital or on-site), serve as a central contact for all insurance topics, build and maintain long-term client relationships