Angestellte:r Fachberater:in im Vertrieb | Region Gaggenau (m/w/d)
Core
Provide 360° insurance advisory and customer relationship management for employees of Sparkasse Baden-Baden Gaggenau.
Role type
Insurance sales advisor (IC)
Builds
Long-term customer relationships and insurance product solutions
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Insurance product expertise, customer relationship management, appointment management, independent planning, communication
Preferred skills
Continuous learning, team collaboration, efficiency
Technologies
Modern advisory tools
Responsibilities
Engage customers with tailored insurance products, manage customer appointments (digital or on-site), serve as central contact for all insurance topics for employees