Angestellte:r Fachberater:in im Vertrieb | Region Radolfzell und Stockach (m/w/d)
Core
Sales consultant for insurance products, managing customer portfolios and providing 360° service via digital and in-person channels.
Role type
Sales consultant (insurance)
Builds
Insurance product solutions for individual customers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance sales, customer relationship management, digital advisory tools, portfolio management, independent planning
Preferred skills
IHK qualification in insurance/finance, experience with digital advisory systems
Technologies
Digital advisory app
Responsibilities
Acquire and grow customer base, manage customer appointments (digital and in-person), provide comprehensive insurance advice, maintain long-term client relationships