Finanzberater - Nachfolge für Kundenstamm - Neckarsteinach (m/w/d)
Hybrid
Core
Providing comprehensive, needs-oriented financial and insurance advisory to an existing client base, primarily online with occasional office and field visits.
Role type
Financial advisor (insurance/banking)
Builds
Financial plans and insurance solutions for clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial planning, insurance advisory, customer relationship management, MS Office, data management
Preferred skills
Certification 34d, digital advisory tools
Responsibilities
Planning customer appointments, telephone/written/personal client consultation, general administrative tasks (quotes, calculations, database maintenance), holistic client care without product mandates