Ausbildung zum Kaufmann für Versicherungen und Finanzanlagen / Vertrieb(m/w/d)
Core
Trainee supporting customers in insurance and financial decisions within a general agency, combining theory at vocational school with practical sales and advisory work.
Role type
Junior insurance and financial sales trainee
Builds
Insurance and financial product solutions for individual customers
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer advisory, sales support, product knowledge, contract handling, digital communication
Preferred skills
Realschulabschluss or Fachhochschulreife, driver's license, motivation for learning
Technologies
Digital communication tools, agency management systems
Responsibilities
Support customers in insurance and financial decisions, prepare and follow up on advisory conversations, create offers, learn agency operations and team collaboration