Finanzberater Versicherungen Bankenvertrieb (m/w/d) - auch im Quereinstieg möglich
Hybrid
Core
Providing insurance solutions to private customers of Volks- and Raiffeisen banks, assisting them in achieving financial security through personalized or digital guidance.
Role type
Financial advisor (insurance sales)
Builds
Insurance products and financial security plans for private banking customers
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Sales, customer relationship management, needs analysis, digital affinity, initiative
Preferred skills
Commercial training, prior experience in financial services sales
Responsibilities
Finding suitable insurance solutions for private customers, identifying customer needs, maintaining existing client relationships, supporting sales partners with market knowledge
Seniority
Entry-level to Mid-level, open to career switchers