Ausbildung zum Kaufmann für Versicherungen und Finanzanlagen / Vertrieb(m/w/d)
Core
Trainee role in insurance and financial sales, assisting customers with insurance and financial decisions in an agency setting.
Role type
Junior sales trainee (insurance and finance)
Builds
Insurance and financial product solutions for customers
Domain
Insurance and Financial Services
Deliverable
product features
Required skills
Customer consultation, offer preparation, product knowledge, communication, teamwork
Preferred skills
Driving license, academic background (Realschulabschluss or higher), motivation for learning
Technologies
Digital communication tools, agency management systems
Responsibilities
Support customers in insurance and financial decision-making, prepare and follow up on consultation sessions, create offers, learn agency operations and team collaboration