Ausbildung zum Kaufmann für Versicherungen und Finanzanlagen (m/w/d) in Schwalmstadt
Core
Trainee role in insurance and financial asset sales, serving individual customers with tailored advice and contract management.
Role type
Junior sales agent trainee (insurance and finance)
Builds
Insurance policies and financial investment products
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer analysis, contract negotiation, claims assessment, financial planning, team collaboration
Preferred skills
Interest in numbers and finance, communication skills, reliability
Responsibilities
Consult and support customers based on their needs, analyze individual customer requirements, present offers and close contracts, manage contract changes and maintenance, assess claims and service cases
Seniority
Junior, trainee