You will provide comprehensive insurance consulting to existing and new customers based on their financial data without cold calling. Additionally, you will contribute to optimizing data-based needs analysis to integrate banking and property insurance services.
You will provide comprehensive financial and insurance consulting to existing and new customers based on their banking data. Additionally, you will contribute to the optimization of data-based needs analysis to integrate banking and insurance services.
You will support the sales team by contacting existing users to identify their needs and scheduling appointments for insurance advisors. Additionally, you will contribute to process optimization by sharing insights from customer interactions to improve outbound strategies.
You will lead, coach, and develop a team of 6 to 9 consultants to provide high-quality, sustainable financial advice to customers. Additionally, you will drive team culture, optimize sales processes, and act as a bridge between management and your team to ensure strategic goals are met.
