Kundenberater Versicherung (m/w/d) – auch für Quereinsteiger
Core
Advise and sell insurance, savings, and protection solutions to existing customers, including home visits.
Role type
Insurance customer advisor (sales)
Builds
Insurance policies and financial protection plans
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Customer communication, sales persuasion, self-organization, initiative, relationship management, driving license class B
Preferred skills
Prior insurance training, experience in retail/gastronomy/customer service
Technologies
None stated
Responsibilities
Advise customers on insurance and savings products, conduct sales conversations, manage existing customer portfolio, make outbound calls to schedule appointments, visit customers at their location when needed, organize own work schedule and goals