Privatkundenberater:in Vorsorge (w/m/d)
Hybrid
Core
Provide holistic financial advice and insurance comparisons to a fixed portfolio of private customers via in-person, phone, and digital channels.
Role type
Private banking advisor (retail)
Builds
Insurance products, payment solutions, consumer financing, and wealth-building products for individual customers
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance mediation license (IDD), securities knowledge, private banking experience, digital mindset, sales orientation, negotiation skills
Preferred skills
German language (C1)
Technologies
Digital sales tools and systems
Responsibilities
Identify customer needs and build trust, create insurance comparisons with partner products, sell financial products using defined sales processes, coordinate with specialists from other departments
Seniority
Entry to Mid-level