Privatkundenberater Vorsorge & Versicherung (m/w/d)
Core
Private banking advisor specializing in pension and insurance products, guiding customers toward financial security and managing existing client relationships.
Role type
Senior IC private banking advisor (pension & insurance)
Builds
Pension and insurance products for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
[Pension planning expertise, Insurance product knowledge, Relationship management, Needs analysis, Sales strategy, Client acquisition, Team mentoring, Business development, Strategic planning, Financial advisory]
Preferred skills
[Sparkassenfachwirt qualification, Bankfachwirt qualification, Vorsorgefachmann qualification, Prior experience in pension/insurance sales]
Technologies
[CRM systems, Financial planning tools, Insurance policy platforms]
Responsibilities
[Act as central contact for pension and insurance topics within the team, Manage and develop existing customer relationships, Advise private customers on risk protection and insurance products, Identify customer potential and convert it into sales success, Develop new sales approaches for customer acquisition and retention, Support colleagues as a multiplier for pension and insurance topics]
Seniority
Mid-Senior, hands-on IC