Kundenberater m/w/d Versicherungen
Core
Field-based insurance consultant visiting clients to assess needs, identify coverage gaps, and create tailored insurance concepts.
Role type
Field insurance consultant (sales & advisory)
Builds
Customized insurance solutions for individuals and families
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Sales aptitude, customer needs analysis, MS Office, Class B driver's license
Preferred skills
Completed training in insurance/financial planning, prior sales experience
Responsibilities
Assess clients' life situations and identify insurance gaps, Create tailored concepts for protection and security, Support clients in case of damage, Regular check-ups with existing clients on-site