Sales Consultant (m/w/d)
Hybrid
Core
You guide digitally-affine customers from first contact to contract signing, optimizing insurance portfolios and providing tax filing advice using digital tools.
Role type
Sales Consultant (Insurance)
Builds
Personal insurance portfolios and contracts
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance licensing (VBV/IAF/FIDLEG), fluent German, English and/or French, tax filing expertise, portfolio optimization
Preferred skills
Prior sales experience in insurance
Technologies
Digital consultation tools
Responsibilities
Manage customer journey from lead to contract, provide tax filing advice, optimize insurance portfolios, share sales knowledge with team, communicate with digital-native customers