Personenversicherungsbetreuer (m/w/d) Versicherungsvertrieb Agenturen
Hybrid
Core
You provide tailored life and pension insurance solutions to customers of the general agency, assessing their needs and guiding them to secure future plans.
Role type
Insurance sales agent (personnel insurance and occupational pension)
Builds
Customized insurance portfolios for agency clients
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Insurance product knowledge, sales techniques, customer needs analysis, communication, digital affinity
Preferred skills
Existing client portfolio, knowledge of tax-relevant topics
Responsibilities
Identify market opportunities, implement sales impulses, maintain client relationships, develop individual insurance concepts