CareerPlan

VersicherungsberaterInnen für das gehobene Privatkundengeschäft (w/m/d)

Oelde, Westfalen, NORDRHEIN_WESTFALENFull-time2026-09-17 → 2026-11-12

Core

Acquire, consult, and retain private customers for personal, property, and health insurance solutions.

Role type

Senior insurance advisor (private banking)

Builds

Individual insurance coverage and savings plans for Sparkasse Münsterland Ost private clients

Domain

Insurance / Private Banking

Deliverable

product features

Required skills

Insurance sales, customer relationship management, needs analysis, proposal development, cross-selling

Preferred skills

Analytical thinking, strategic planning, proactive sales approach

Technologies

Insurance product portfolio (multi-agent)

Responsibilities

Acquire new and existing customers, consult on insurance needs, sell personal/property/health insurance, collaborate with bank advisors

Seniority

Senior, hands-on IC