Kundenberater Versicherung in Bonn (m/w/d)
Core
Independent and holistic advisory for customers on insurance and pension solutions, combining personal and digital approaches.
Role type
Senior IC insurance sales advisor
Builds
Long-term client relationships and individual pension/insurance solutions
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Insurance or financial services training, Sachkundenachweis (§ 34d GewO), experience in insurance/financial services, expertise in pension (Altersvorsorge), bAV, or private health insurance (PKV)
Preferred skills
Communication skills, customer contact, sales, independent and customer-oriented work style
Technologies
Digital advisory tools
Responsibilities
Holistic advisory and care of an existing client portfolio, developing individual solutions for pension and health insurance, responsibility for own sales and profit targets, long-term expansion of client relationships, identifying additional advisory and sales potential, collaborating with internal specialists for complex requirements