Finanzberater - Nachfolge für Kundenstamm - Neckarsteinach (m/w/d)
Hybrid
Core
Planning customer appointments and providing comprehensive, needs-oriented financial and insurance advice via phone, email, and in-person meetings.
Role type
Financial advisor (insurance/banking)
Builds
Financial and insurance products for individual clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Customer consultation, appointment planning, offer creation, calculation, database management, MS Office, digital tools
Preferred skills
Certification 34d, experience in insurance or banking