Angestellte:r Fachberater:in im Vertrieb | Region Emmendingen (m/w/d)
Core
Provide 360° insurance advice and support to Sparkasse employees and customers in the Freiburg-Nördlicher Breisgau region, managing appointments and delivering tailored insurance products.
Role type
Insurance sales advisor (IC)
Builds
Long-term customer relationships and insurance coverage for Sparkasse clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Insurance product knowledge, customer relationship management, appointment scheduling, cross-functional support, financial planning basics
Preferred skills
Empathy, open communication, self-management, team collaboration
Technologies
Digital appointment tools, insurance software platforms
Responsibilities
Engage customers with tailored insurance products, manage customer appointments (digital or on-site), provide 360° service and long-term relationship building, act as central contact for Sparkasse teams on insurance topics, support colleagues with insurance expertise