Kundenberater Mitarbeitende genossenschaftlichen Finanzgruppe Versicherungen Bankenvertrieb (m/w/d)
Hybrid
Core
You serve employees of the cooperative financial group by identifying their insurance needs and accompanying them personally or digitally to increase their security.
Role type
Customer advisor for insurance sales
Builds
Individual insurance concepts for employees
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Communication, empathy, customer orientation, digital affinity, sales aptitude
Responsibilities
Conduct needs analysis for insurance topics, accompany clients on their path to security, maintain existing customer relationships, acquire new customers with tailored insurance concepts