Finanzberater - Nachfolge für Kundenstamm - Neckarsteinach (m/w/d)
Core
Providing comprehensive, needs-oriented financial and insurance advisory to an existing client base, primarily via phone and email with occasional client 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 entry, proposal creation
Responsibilities
Planning client appointments, telephone and written customer consultation, general administrative tasks including offer creation and database maintenance, holistic client care without product mandates