Ausbildung zum Kaufmann für Versicherungen und Finanzanlagen (m/w/d) in Gedern
Core
Trainee role in insurance and financial asset sales, serving individual customers with tailored product offerings.
Role type
Junior sales agent trainee (insurance and finance)
Builds
Insurance policies and financial investment products
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer analysis, contract negotiation, claims assessment, financial analysis, sales presentation
Preferred skills
Team collaboration, process orientation, project management
Responsibilities
Consult customers on insurance and financial needs, analyze individual customer requirements, present offers and close contracts, manage contract changes and maintenance, assess claims and inform customers on benefits
Seniority
Entry-level trainee