Finanzberater Innendienst - Neckarsteinach (m/w/d)
Core
Providing comprehensive financial and insurance consulting to clients via phone, email, and in-person meetings, with 95% of work conducted from the office.
Role type
Financial advisor (insurance/banking)
Builds
Financial products and insurance solutions
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial consulting, client relationship management, offer creation, database management, MS Office, digital tools
Responsibilities
Planning client appointments, telephone and written customer consultation, administrative tasks including offer creation and data entry, holistic customer care without product mandates