Ausbildung zum Kaufmann für Versicherungen und Finanzanlagen (m/w/d) in Balingen 2027
Core
A 3-year apprenticeship for insurance and financial asset sales agents, focusing on customer consultation, needs analysis, and contract management.
Role type
Junior sales agent (insurance and financial products)
Builds
Insurance policies and financial investment products for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Customer consultation, needs analysis, contract management, claims assessment, financial analysis
Preferred skills
Teamwork, process orientation, project orientation
Responsibilities
Consult 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
Seniority
Junior, entry-level apprenticeship