Auszubildende:r zum/zur Kaufmann/-frau Versicherungen und Finanzanlagen ..., Swiss Life Select De...
Core
A 3-year vocational training program teaching insurance, pension planning, and asset management to become an independent financial advisor.
Role type
Vocational trainee (Ausbildung) in insurance and financial planning
Builds
Insurance policies, pension plans, and financial solutions for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Analytical thinking, communication, reliability, initiative, attention to detail, discretion
Preferred skills
Interest in economics and numbers
Responsibilities
Advise customers on insurance, pension, and financial topics; analyze customer needs and life situations; create offers and process contracts; handle claims and benefit cases; prepare for IHK intermediate and final exams
Seniority
Entry-level vocational trainee