Kundenberater (m/w/d) für Versicherungen im Vertrieb
Core
Provide comprehensive insurance and pension advice to private and business clients, manage an existing customer portfolio, and drive sales through referrals.
Role type
Insurance sales consultant (agency)
Builds
Insurance policies and pension solutions for private and business clients
Domain
Insurance and financial services
Deliverable
product features
Required skills
Customer consultation, sales, contract analysis, portfolio management, relationship building
Preferred skills
Commercial training in insurance/finance, experience in insurance sales or advisory, driver's license
Technologies
None stated
Responsibilities
Analyze existing contracts, optimize coverage, develop individual solutions, acquire new clients via referrals, manage service requests and minor claims, steer sales targets
Seniority
Entry-level to Mid-level, hands-on IC