Kundenberater Versicherungen & Vorsorge (m/w/d)
Core
Provide honest, long-term advisory services on insurance and pension solutions to build trusting client relationships.
Role type
Customer advisor (insurance & pension)
Builds
Insurance and pension products for individual clients
Domain
Insurance & Financial Planning
Deliverable
client delivery
Required skills
Communication, empathy, interest in finance/insurance, reliability, responsibility, motivation
Preferred skills
Prior experience in insurance or sales (not required), willingness to learn
Responsibilities
Consult clients on insurance and pension solutions, analyze individual needs, develop tailored concepts, support clients in making future decisions
Seniority
Entry-level to Mid-level, open to career switchers