Insurance and Financial Planning Specialist in Bank Sales

Permanent full-time role in DEVK bank sales in Dortmund, starting immediately. The role focuses on supporting existing Sparda-Bank customers and gaining new customers for insurance, investment and financial planning products.

• Work in a Sparda-Bank branch and cooperate with its staff on site
• Review and improve your customers' current insurance cover
• Advise Sparda-Bank customers on all insurance matters, support existing customers and steadily grow the customer base
• Contact existing customers regularly and proactively to build lasting business relationships based on trust

• Completed vocational training as an insurance clerk, insurance specialist, insurance and finance clerk, or bank clerk
• Alternatively, you are changing careers and looking for an opportunity to enter insurance, ideally with commercial vocational training
• Initial experience advising customers as a key account manager, sales manager, representative, customer adviser, sales employee or field sales representative
• Passion for sales
• A strong focus on providing services
• A strong focus on customers and customer service
• A persuasive personality and strong communication skills