Finanzberater - Nachfolge für Kundenstamm - Neckarsteinach (m/w/d) - Neckarsteinach (m/w/d)
Hybrid
Core
Providing comprehensive, needs-oriented financial and insurance advisory to an existing client base, primarily via digital channels with occasional on-site or field visits.
Role type
Financial advisor (insurance/banking)
Builds
Financial advisory services and insurance solutions
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial planning, customer relationship management, digital advisory tools, MS Office, data management, proposal creation, calculation
Preferred skills
Certification 34d, experience in insurance or banking
Responsibilities
Planning customer appointments, telephone/written/personal customer consultation, general administrative tasks (offer creation, database maintenance), holistic customer care without product mandates
Seniority
Mid-level, experienced professional