Vorsorge- & Individualkundenberater (m/w/d)
On-site
Core
Provide holistic advice and management for individual customers on pension and insurance solutions within a regional savings bank.
Role type
Senior individual customer advisor (pension & insurance)
Builds
Insurance products and pension solutions for private clients
Domain
Banking / Insurance
Deliverable
client delivery
Required skills
Sales, customer advisory, portfolio management, solution development, cross-functional collaboration
Preferred skills
Certified pension specialist (Vorsorgefachmann/frau), advanced insurance training
Technologies
None stated
Responsibilities
Manage existing customer portfolios, identify new sales opportunities, develop and implement sales strategies, advise on insurance and pension products, collaborate with colleagues on insurance-related queries