Kundenberater (m/w/d) Versicherungen & Vorsorge
Core
Managing and advising an existing portfolio of private and business customers in insurance and pension planning.
Role type
Field insurance sales agent (existing book of business)
Builds
Long-term customer relationships and sustainable sales growth
Domain
Insurance and financial planning
Deliverable
client delivery
Required skills
Insurance training (e.g., Kaufmann für Versicherungen, Versicherungsfachmann), Class B driver's license, outside sales readiness, communication skills, sales experience
Preferred skills
High learning agility
Technologies
Professional acquisition tool
Responsibilities
Advising existing private and business customers, planning and organizing own appointments, developing long-term customer relationships, focusing on insurance and pension planning
Seniority
Entry to Mid-level, field sales