Ausbildung zum Kaufmann für Versicherungen und Finanzanlagen (m/w/d) in Wald-Michelbach
Core
Trainee role in insurance and financial planning, serving individual customers with tailored advice and contract management.
Role type
Junior insurance and financial services trainee
Builds
Insurance policies and financial investment contracts for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer consultation, needs analysis, contract negotiation, claims assessment, contract maintenance, process orientation
Preferred skills
Interest in numbers and finance, communication skills, teamwork
Responsibilities
Advise and support customers based on their needs, analyze individual customer requirements, present offers and close contracts, process contract changes, handle claims and performance cases, maintain existing contracts