Versicherungsberater im Vertrieb (m/w/d)
On-site
Core
Digital insurance advisor specializing in needs analysis, portfolio management, and closing sales for new and existing clients using qualified leads.
Role type
Senior IC insurance sales advisor
Builds
Tailored insurance coverage concepts and sales contracts
Domain
Insurance / Financial Services
Required skills
Insurance licensing (§ 34d GewO), needs analysis, portfolio management, CRM documentation, digital sales processes
Preferred skills
Digital advisory tools, structured process execution, high self-motivation
Technologies
CRM systems, digital advisory platforms
Responsibilities
Conduct digital customer consultations, analyze contracts to identify coverage gaps, manage client portfolios, prepare digital appointments
Seniority
Mid-level, sales-focused