Sales Agent (m/w/d) Quereinstieg Vorsorgeversicherung, CHECK24 Versicherungen Vorsorge
Core
Handling inbound inquiries from the CHECK24 portal to guide customers through the entire process of purchasing life insurance policies.
Role type
Inbound sales agent (life insurance)
Builds
Life insurance policies for customers
Domain
Insurance / Financial Services
Required skills
Proven sales experience in consultative environments, Vertriebsnahe Ausbildung (sales-related vocational training), telephone communication skills, negotiation skills, service focus, closing skills, German language proficiency
Preferred skills
Experience with AI tools, willingness to develop into a life insurance expert
Technologies
ChatGPT Enterprise, Claude Code, Cursor.ai
Responsibilities
Responding to customer inquiries via phone, guiding customers through the consultation process to policy closing, collaborating with internal risk assessment teams for complex cases, contributing ideas to optimize sales processes
Seniority
Entry-level / Cross-functional hire