Versicherungsmakler / Kundenberater (m/w/d) im Außendienst, Finanz-Union Martin Nübel GmbH
Core
Independent field-based insurance consulting for existing clients, creating tailored insurance concepts and expanding the customer base.
Role type
Field insurance consultant (customer advisor)
Builds
Customized insurance portfolios for individual clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, needs analysis, insurance product knowledge, sales of existing portfolio, collaboration with real estate department
Preferred skills
Insurance professional training, real estate knowledge, financial interest
Responsibilities
Conducting independent personal customer consultations in the field, performing systematic needs analysis, developing tailored insurance concepts, maintaining and expanding the existing customer base, collaborating closely with the real estate department