Finanzberater - Nachfolge für Kundenstamm - Neckarsteinach (m/w/d)
Core
Providing comprehensive, needs-oriented financial and insurance advisory to an existing client base, primarily from a home office setting.
Role type
Financial advisor (insurance/banking)
Builds
Financial plans, insurance policies, and investment solutions for clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial planning, insurance product knowledge, client relationship management, MS Office, data entry
Responsibilities
Scheduling and preparing client appointments, conducting phone, written, and in-person consultations, general administrative tasks including offer creation and database maintenance