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 in-office interactions.
Role type
Financial advisor (insurance/banking)
Builds
Financial plans, insurance policies, and investment strategies for clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial planning, insurance product knowledge, client relationship management, MS Office, data entry, needs analysis
Preferred skills
Certification 34d, experience in insurance or banking
Responsibilities
Planning client appointments, telephone and written customer consultation, general administrative tasks (creating offers, calculations, database maintenance), holistic customer care without product mandates
Seniority
Mid-level, experienced professional