CareerPlan

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

Ahaus, Nordrhein-Westfalen, DEFull-time€1k2026-11-07

Core

Trainee in insurance and financial products sales for Volks- and Raiffeisenbanks, assisting customers with insurance, savings, and investment decisions.

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

Customer advisory, product knowledge, sales support, contract preparation, team collaboration

Preferred skills

Realschulabschluss or Fachhochschulreife, driver's license, curiosity about economic topics, motivation to learn

Technologies

None stated

Responsibilities

Work at the Point of Sale in bank branches, prepare and follow up on advisory conversations, create offers, support the team in contract closures

Seniority

Entry-level trainee