Privatkundenberater (m/w/d)
Core
Proactively contact potential customers via phone, manage appointments, and provide personal/digital insurance consultation to close sales and manage existing policyholders.
Role type
Senior sales consultant (insurance)
Builds
Insurance policies and customer service
Domain
Insurance / Financial Services
Required skills
active cold calling, appointment setting, needs analysis, objection handling, closing sales, customer retention, event representation
Preferred skills
prior sales experience, insurance industry background, self-management
Technologies
CRM systems, digital consultation platforms
Responsibilities
initiate outbound calls to prospects, schedule and prepare consultation meetings, handle inbound inquiries and policy changes, represent the company at regional events, manage existing client portfolios including family additions and cancellations
Seniority
Individual Contributor, mid-level to senior