Kundenberater (m/w/d) für Versicherungen im Vertrieb
Core
Provide holistic insurance and pension advice to private and business clients, analyze existing contracts, optimize coverage, and develop individual solutions while managing a portfolio of existing clients.
Role type
Insurance sales and advisory agent
Builds
Insurance policies and pension solutions for private and business clients
Domain
Insurance and financial services
Deliverable
product features
Required skills
Insurance sales, client portfolio management, contract analysis, risk assessment, relationship management, cold call avoidance (referral-based acquisition), small claims handling
Preferred skills
Commercial training in insurance/finance, experience in insurance sales or financial advisory, driver's license
Technologies
Professional acquisition tools
Responsibilities
Advise clients on insurance and pension matters, manage and grow an existing client portfolio, handle service requests and small claims, acquire new clients through referrals and networking