Kundenberater/ Versicherungsfachmann (m/w/d) Vertrieb/ Persp
Hybrid
Core
Provide personal and digital insurance advice to customers, identify their needs, and create individual solution proposals from a broad product range.
Role type
Insurance sales agent / Customer advisor
Builds
Insurance policies and tailored financial solutions for clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Sales enthusiasm, customer orientation, communication skills, ability to identify customer needs, Class B driver's license
Preferred skills
Commercial or insurance-specific training, willingness to take on agency ownership
Technologies
Modern digital tools for customer advisory
Responsibilities
Advise customers personally or digitally on insurance products, determine customer wishes and goals, develop individual solution proposals and offers
Seniority
Entry-level to Mid-level, potential for agency ownership