CareerPlan

Vermögensberater Versicherungen Bankenvertrieb (m/w/d)

Kulmbach, BAYERNFull-time2026-05-26 → 2026-11-12
Hybrid

Core

Find insurance solutions for wealthy private customers of Volks- and Raiffeisen banks to ensure their future security.

Role type

Senior insurance sales consultant

Builds

Individual insurance concepts for private clients

Domain

Financial services / Insurance

Deliverable

client delivery

Required skills

Insurance sales, customer relationship management, needs analysis, digital affinity

Preferred skills

Market opportunity identification, team support

Technologies

Digital sales platforms

Responsibilities

Identify insurance needs of wealthy private clients, develop individual insurance concepts, maintain client relationships, support sales partners with market knowledge