Kaufmann für Versicherungen und Finanzen als angestellten Vorsorgespezialisten
Core
Sales and advisory role for pension and building savings products in the field.
Role type
Field sales specialist for pension and savings products
Builds
Pension and building savings products for private clients
Domain
Insurance and Financial Services
Deliverable
product features
Required skills
Sales of financial and insurance products, Customer relationship management, Needs analysis, Development of customer-oriented solutions
Preferred skills
Qualification as Insurance Specialist (Versicherungsfachmann/-frau)
Technologies
Analytical tools
Responsibilities
Consultation and sales of pension and building savings products, Building and maintaining customer contacts for new business acquisition, Recording and analyzing insurance needs, Developing customer-oriented problem-solving models for private pension and existential security