Angestellte:r Fachberater:in im Vertrieb | Region Rastatt (m/w/d)
Core
Provide 360° insurance advisory and customer relationship management for employees of Sparkasse Rastatt-Gernsbach, protecting their interests and guiding them with tailored insurance products.
Role type
Insurance sales advisor (IC)
Builds
Long-term customer relationships and insurance coverage for bank employees
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Insurance product knowledge, customer relationship management, appointment scheduling, independent planning, cross-selling
Preferred skills
Communication strength, openness, team spirit, continuous learning
Technologies
Digital appointment tools, modern advisory platforms
Responsibilities
Enthusiastically engage customers with tailored insurance products, manage and coordinate customer meetings (digital or on-site), serve as central contact for all insurance topics for bank employees, build and maintain long-term customer relationships
Seniority
Entry-level to Mid-level, hands-on IC