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
sales, customer relationship management, needs analysis, product knowledge (pension/insurance), proactive business development, team collaboration
Preferred skills
qualification as Vorsorgefachmann/-frau, experience in pension and insurance business, qualification as Sparkassenfachwirt/Bankfachwirt
Technologies
none stated
Responsibilities
serve as the central contact person for pension and insurance topics within the team, manage existing client portfolios, advise private customers on protection and insurance products, identify customer potential and convert it into sales success, develop new sales approaches for customer acquisition and retention, act as a multiplier for pension and insurance topics for colleagues