CareerPlan

Kundenberater Versicherungen Bankenvertrieb (m/w/d)

Würzburg, Bayern, DEFull-time2026-10-30 → 2026-11-10
Hybrid

Core

You find suitable insurance solutions for private customers of Volks- and Raiffeisen banks to help them look forward to the future with peace of mind.

Role type

customer-facing insurance sales advisor

Builds

individual insurance concepts for private bank customers

Domain

banking and insurance

Deliverable

client delivery

Required skills

sales experience, customer needs analysis, relationship management, communication

Preferred skills

commercial training background, contact-oriented approach

Responsibilities

identifying customer needs, accompanying customers personally or digitally to increase security, maintaining existing relationships, convincing new customers with individual insurance concepts