Ausbildung zum Kaufmann für Versicherungen und Finanzanlagen / Vertrieb (m/w/d)
Core
Trainee role in insurance and financial product sales, working at retail bank branches to guide customers on insurance, savings, and investment decisions.
Role type
Vocational trainee (apprentice) in insurance and financial sales
Builds
Insurance and financial product sales solutions for retail bank customers
Domain
Insurance and Financial Services
Deliverable
product features
Required skills
Customer consultation, sales preparation, offer creation, contract support, teamwork
Preferred skills
Interest in economic topics, willingness to learn, driver's license
Technologies
Point of Sale systems, regional vocational school curriculum
Responsibilities
Work at the Point of Sale in retail bank branches, prepare and follow up on consultation meetings, create offers, support the team in contract closures
Seniority
Entry-level vocational trainee