Versicherungsspezialist (m/w/d) für unser Kompetenzcenter Individualkunden | Pforzheim/Enz
Core
Insurance specialist providing expert advice and support for capital-market-oriented insurance solutions and pension concepts to private banking customers and sales teams.
Role type
Senior IC insurance specialist (private banking)
Builds
Capital-market-oriented insurance products and pension solutions for private clients
Domain
Banking + Insurance
Deliverable
client delivery
Required skills
Capital-market-oriented insurance solutions, Pension planning (bAV), Employer and employee pension advice, Regulatory compliance, Training and workshops
Preferred skills
Further training in insurance business
Technologies
Allianz, R+V products
Responsibilities
Advise customers on capital-market-oriented insurance solutions and pension concepts, Support sales teams with specialized insurance knowledge, Conduct training and workshops on insurance products, Ensure regulatory compliance