CareerPlan

Kundenberater (m/w/d) Vertrieb Vorsorgeversicherung, CHECK24 Versicherungen Vorsorge

München, BAYERNFull-time€80k2026-05-08 → 2026-11-05
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