CareerPlan

Ausbildung zum Kaufmann für Versicherungen und Finanzanlagen / Vertrieb (m/w/d)

Ulm, Baden-Wurttemberg, DEFull-time€1k2026-10-31 → 2026-11-10

Core

Trainee for insurance and financial asset sales, working at retail branches of Volks- and Raiffeisenbanks to guide customers on insurance, provision, and financial investments.

Role type

Vocational trainee (apprentice) in insurance and financial sales

Builds

Insurance and financial product offerings for retail banking customers

Domain

Insurance and Financial Services

Deliverable

client delivery

Required skills

Realschulabschluss or (Fach-)Hochschulreife, driver's license, curiosity, enjoyment of consulting, motivation to learn

Preferred skills

Currently studying and seeking a practical challenge

Technologies

None stated

Responsibilities

Work at the Point of Sale in bank branches, learn insurance and financial products, prepare and follow up on consulting sessions, create offers, support the team in contract closures

Seniority

Vocational trainee (2.5 to 3 years duration)