Kundenberater (m/w/d) Vertrieb Vorsorgeversicherung
Hybrid
Core
Consulting and selling risk life insurance solutions to pre-qualified leads via phone.
Role type
Sales consultant (insurance)
Builds
Risk life insurance policies
Domain
Insurance / Financial services
Deliverable
client delivery
Required skills
sales experience, insurance or finance background, customer service orientation, empathy, process optimization
Preferred skills
commercial training (e.g., insurance clerk), technical affinity, agile mindset
Technologies
CRM systems, AI tools (ChatGPT, Claude, Cursor.ai)
Responsibilities
Consult customers individually via phone to close risk life insurance deals, collaborate with underwriting and sales support teams, contribute to sales process optimization
Seniority
Entry-level to Junior