CareerPlan

Vermögensberater Versicherungen Bankenvertrieb (m/w/d)

Heidelberg, Baden-Wurttemberg, DEFull-time2026-11-05 → 2026-11-07
Hybrid

Core

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

Role type

Insurance sales advisor

Builds

Individual insurance concepts for private clients

Domain

Banking and Insurance

Deliverable

client delivery

Required skills

Insurance qualification, sales experience, communication, empathy, customer orientation, digital affinity

Responsibilities

Finding suitable insurance solutions for wealthy private customers, assessing customer needs, maintaining existing relationships, identifying market opportunities

Seniority

Entry-level to Mid-level