Spezialist Versicherung & Vorsorge (m/w/d) in Überlingen oder Konstanz
On-site
Core
Support and coach sales staff in insurance business, ensure consultation quality, advise on occupational pension, and manage customer acquisition and portfolio maintenance.
Role type
Insurance specialist (sales support & advisory)
Builds
Insurance products and occupational pension solutions for customers
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Insurance sales, occupational pension advisory, customer acquisition, portfolio management, coaching, quality assurance
Preferred skills
Advanced qualification in occupational pension (SV baV), sales talent, initiative
Technologies
None stated
Responsibilities
Support and coach assigned sales staff, ensure consultation quality, advise on occupational pension, acquire new customers, manage existing portfolio and claims processing