Finanzberater Innendienst - Neckarsteinach (m/w/d)
Core
Financial advisor providing comprehensive, needs-oriented customer consultation and administrative support for insurance and financial products.
Role type
Financial advisor (insurance/finance)
Builds
Insurance and financial product solutions
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer consultation, offer creation, calculation, database management, MS Office, digital tools
Preferred skills
None stated
Technologies
MS Office, digital consultation tools
Responsibilities
Planning customer appointments, telephone/written/personal customer consultation, general administrative tasks (offers, calculations, database maintenance), customer care (95% indoor, 5% outdoor)
Seniority
Mid-level (3+ years experience)