Versicherungsspezialist (m/w/d) Bank
On-site
Core
Provide insurance advice and manage existing customer portfolios for Sparda-Bank customers, analyzing and optimizing their insurance situations.
Role type
Insurance specialist (sales and account management)
Builds
Insurance coverage and financial security products for bank clients
Domain
Insurance / Banking
Deliverable
client delivery
Required skills
Insurance and financial planning training, customer advisory experience, sales and communication skills, Class B driver's license
Responsibilities
Advise customers on all insurance questions, manage and expand the existing customer base, analyze and optimize customers' current insurance situations, proactively contact existing customers to maintain long-term relationships