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 and insurance solutions for clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial advisory, insurance planning, customer relationship management, MS Office, digital advisory tools
Preferred skills
None stated
Technologies
MS Office, digital advisory tools
Responsibilities
Planning customer appointments, telephone/written/personal customer consultation, general administrative tasks (offer creation, calculations, database maintenance), holistic customer care without product mandates
Seniority
Mid-level (3+ years experience)