Bankkaufmann / Versicherungskaufmann als Kundenberater m/w/d
Core
Providing personalized financial advice and sales support to private customers for insurance and credit products.
Role type
Customer advisor (banking/insurance)
Builds
Insurance and credit solutions for private clients
Domain
Banking and Insurance
Deliverable
product features
Required skills
Financial planning, sales, customer relationship management, empathy, product knowledge
Preferred skills
Long-term customer experience, proactive outreach
Responsibilities
Understand customer financial needs, advise on insurance and credit products, acquire new customers, retain existing customers