CareerPlan

Finanzberater Versicherungen Bankenvertrieb (m/w/d) - auch im Quereinstieg möglich

Heidelberg, Baden-Wurttemberg, DEFull-time2026-11-09 → 2026-11-10
Hybrid

Core

You find suitable insurance solutions for private customers of Volks- and Raiffeisen banks to help them look forward to the future with peace of mind.

Role type

Financial advisor (insurance sales)

Builds

Insurance concepts and financial service solutions for private bank customers

Domain

Banking and Insurance

Deliverable

client delivery

Required skills

Sales, customer relationship management, needs analysis, digital affinity, initiative

Preferred skills

Commercial training, experience in insurance or financial services sales

Responsibilities

Identify customer needs, develop individual insurance concepts, maintain existing client relationships, identify market opportunities

Seniority

Entry-level / Career switcher