Versicherungs- und Finanzexperte im angestellten Außendienst
Core
Providing comprehensive financial and insurance advisory services to clients, focusing on savings, wealth management, and financial security without cold calling.
Role type
Sales agent (financial advisor)
Builds
Tailored insurance and financial solutions for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Financial planning, client relationship management, needs analysis, sales, communication
Preferred skills
Insurance qualification, sales experience, customer orientation
Responsibilities
Conducting client consultations, analyzing client insurance and savings needs, building and maintaining client and authority contacts for new business acquisition