Ausbildung zum Kaufmann für Versicherungen und Finanzanlagen (m/w/d) in Giengen an der Brenz
Core
Trainee role in insurance and financial asset sales, serving individual customers with tailored advice and contract management.
Role type
Junior sales agent (insurance and financial products)
Builds
Insurance policies and financial investment products for private clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer analysis, contract negotiation, claims assessment, financial literacy, teamwork
Preferred skills
Interest in numbers and finance, communication skills
Responsibilities
Advise and support customers based on their needs, analyze individual customer requirements, present offers and close contracts, manage contract changes and maintenance, assess claims and inform about coverage