Offer summary
Qualifications:
Completed training as an insurance salesperson or similar qualification, At least 5 years of successful experience in sales, Excellent knowledge in personal insurance and/or investment sector, Strong consulting philosophy and technical understanding, Capable of utilizing digital processes effectively.
Key responsabilities:
- Build the Finanzguru consulting service with product experts
- Simplify complex financial concepts for customers
- Consult and care for existing and new customers
- Link banking and insurance seamlessly for customer needs
- Develop a data-based needs analysis for clients