Vorsorge- & Individualkundenberater (m/w/d)
On-site
Core
Provide comprehensive advice and management for individual customers on pension and insurance solutions within a regional savings bank.
Role type
Senior individual customer advisor (pension & insurance)
Builds
Insurance products and pension solutions for private clients
Domain
Banking / Insurance
Deliverable
client delivery
Required skills
sales, customer relationship management, insurance product knowledge, solution design, business development, team collaboration
Preferred skills
pension specialist certification (Vorsorgefachmann/frau)
Responsibilities
Manage existing customer portfolio, identify customer potential, develop and implement sales strategies, consult on insurance and pension needs, collaborate with colleagues on insurance topics