Personenversicherungsbetreuer (m/w/d) Versicherungsvertrieb Agenturen
On-site
Core
First point of contact for customers regarding R+V personal insurance protection and corporate pension provision, optimizing coverage and acquiring new clients.
Role type
Personal insurance advisor (agency)
Builds
Personal insurance solutions and corporate pension plans
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Personal insurance knowledge, corporate pension (bAV) expertise, tax-relevant knowledge, sales competence, customer orientation, analytical skills
Preferred skills
Digital consultation skills
Responsibilities
Advise customers on personal insurance and corporate pension solutions, optimize existing coverage, acquire new customers, create individual customer solutions