Kundenberater (m/w/d) Vertrieb Vorsorgeversicherung, CHECK24 Versicherungen Vorsorge
Hybrid
Core
You advise customers via phone and guide them through the process of concluding risk life insurance policies based on pre-qualified leads.
Role type
Senior IC sales consultant (insurance)
Builds
Risk life insurance policies
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Sales experience, customer advisory, empathy, process management, technical affinity
Preferred skills
Insurance or finance industry experience, commercial training
Technologies
CRM systems, AI tools (ChatGPT, Claude, Cursor.ai)
Responsibilities
Advise customers individually via phone, guide them to policy conclusion, collaborate with claims processing and sales support, contribute to sales process optimization
Seniority
Mid-level, hands-on IC