Finanzberater Innendienst - Neckarsteinach (m/w/d)
Hybrid
Core
Internal financial advisor providing comprehensive, needs-oriented customer consultation and administrative support for insurance and financial products.
Role type
Financial Advisor (Internal)
Builds
Insurance and financial product solutions for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer consultation, offer creation, database management, MS Office, digital tools usage
Preferred skills
Certification 34d, experience in insurance/finance industry
Responsibilities
Planning customer appointments, telephone/written/personal customer consultation, general administrative tasks (offers, calculations, data entry), holistic customer care without product mandates