Angestellte:r Fachberater:in im Vertrieb | Region Bretten (m/w/d)
Core
Provide 360° insurance advisory and customer relationship management for Sparkasse Kraichgau members, guiding them with tailored insurance products into a secure future.
Role type
Insurance sales advisor (IC)
Builds
Long-term customer relationships and insurance coverage solutions
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Insurance product knowledge, customer relationship management, appointment management, independent planning, communication
Preferred skills
Continuous learning, team collaboration, efficiency
Technologies
Modern advisory tools
Responsibilities
Enthusiastically engage customers with tailored insurance products, manage and coordinate customer meetings (digital or on-site), serve as a central contact for all insurance topics, build and maintain long-term client relationships