CareerPlan

Sales Agent (m/w/d) Quereinstieg Vorsorgeversicherung

München, BAYERNFull-time€80k2026-09-23 → 2026-11-02
Hybrid

Core

You provide empathetic, service-oriented telephone consultation to qualified leads regarding life insurance products, guiding them through the entire advisory process to closing.

Role type

Entry-level sales agent (life insurance)

Builds

Life insurance policies for customers

Domain

Insurance / Financial Services

Deliverable

client delivery

Required skills

Proven sales experience in advisory environments, sales-related vocational training, strong telephone communication skills, negotiation skills, service focus, closing orientation, fluent German

Preferred skills

Cross-functional career switcher, drive for performance, ability to work with digital tools and AI applications

Technologies

ChatGPT Enterprise, Claude Code, Cursor.ai

Responsibilities

Respond to customer inquiries and guide them through the advisory process to closing, collaborate with internal risk assessment to find solutions for health questions or special cases, actively contribute ideas to optimize sales processes

Seniority

Entry-level, hands-on IC