Ausbildung zum Kaufmann für Versicherungen und Finanzanlagen (m/w/d) in Bad Driburg 2027
Core
A 3-year apprenticeship for insurance and financial asset sales agents where trainees consult customers, analyze needs, and close contracts from day one.
Role type
Junior sales agent (insurance and financial assets)
Builds
Insurance policies and financial investment products for individual customers
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer consultation, needs analysis, contract negotiation, claims assessment, contract management
Preferred skills
Teamwork, process orientation, project orientation
Technologies
None stated
Responsibilities
Consulting and supporting customers based on their needs, analyzing individual customer requirements, presenting offers and closing contracts, processing contract changes, managing policy maintenance, assessing claims and performance cases
Seniority
Junior, trainee