Kundenberater:in im Vertrieb | Region Calw (m/w/d)
Hybrid
Core
Customer advisor in sales for insurance products, building long-term relationships and managing a customer portfolio in the Calw region.
Role type
Sales customer advisor (insurance)
Builds
Insurance product portfolios for individual customers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance sales, customer relationship management, appointment management, communication, empathy, self-management
Preferred skills
IHK training in insurance/finance, cross-functional entry
Technologies
Digital and on-site consultation tools
Responsibilities
Engage and delight customers with tailored insurance products, manage and grow the customer portfolio, build and maintain long-term client relationships, plan and coordinate customer meetings independently
Seniority
Entry-level to Mid-level, self-managed