CareerPlan

Kundenberater Vertriebsinnendienst (m/w/d)

Düsseldorf, NORDRHEIN_WESTFALENFull-time2026-07-27 → 2026-10-22
Hybrid

Core

Sales and customer service role handling inbound/outbound calls, developing tailored financial solutions, and managing client relationships for a banking/insurance firm.

Role type

Sales consultant (inside sales)

Builds

Tailored financial solutions and long-term client relationships

Domain

Financial services (banking and insurance)

Deliverable

product features

Required skills

Sales, customer service, solution development, CRM management, offer negotiation, contract documentation

Preferred skills

MS Office, experience in financial or insurance sector

Responsibilities

Telephone support and consultation of prospects and existing customers, proactive outreach to new customers, maintenance of long-term client relationships, creation and negotiation of offers, documentation of customer and contract data