Vermögensberater Versicherungen Bankenvertrieb (m/w/d)
Hybrid
Core
Providing insurance solutions to wealthy private customers of Volks- and Raiffeisen banks, assisting them in securing their future through personalized or digital guidance.
Role type
Insurance sales advisor (wealth management)
Builds
Insurance products and tailored security concepts for private clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance sales, customer relationship management, needs analysis, digital affinity
Preferred skills
Market opportunity identification, team collaboration
Technologies
Digital platforms, mobile devices
Responsibilities
Finding suitable insurance solutions for wealthy private customers, assessing customer needs, maintaining existing client relationships, identifying market opportunities
Seniority
Entry-level to Mid-level, individual contributor