Finanzberater Innendienst - Neckarsteinach (m/w/d)
Core
Providing comprehensive financial and insurance advisory services to clients via phone, email, and in-person meetings, with a focus on needs-based solutions without product mandates.
Role type
Financial advisor (insurance/banking)
Builds
Financial advice and insurance solutions
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial advisory, insurance sales, customer relationship management, MS Office, data entry, proposal creation, calculation
Preferred skills
Certification 34d, experience in insurance or banking
Responsibilities
Planning customer appointments, telephone and written customer consultation, administrative tasks including offer creation and database maintenance, holistic customer care
Seniority
Mid-level, experienced professional