Financial Advisor Bank Sales Insurance

Shape your next career step in sales at R+V Insurance – one of Germany's largest insurance companies. In bank sales, you will advise clients in the private banking team of Volks- and Raiffeisen banks and receive qualified leads from them. You can expect a secure permanent position, an attractive compensation model and a team built on community and trust.

• Individual client advisory: Focus on advising wealthy private clients on provision, insurance and asset management products as well as asset transfer.
• Needs analysis: Sound financial and risk analyses form the basis for concrete recommendations.
• Client acquisition: Close cooperation with the private banking team of Volks- and Raiffeisen banks to jointly provide comprehensive client care.
• Market observation: Developments on the capital market and regulatory changes are monitored and actively incorporated into advisory.
• Documentation: Careful recording of all advisory meetings and ensuring compliance with all supervisory requirements.
• Teamwork: Exchange with R+V specialists to advise clients holistically and offer suitable solutions.
• Client retention: Expansion and maintenance of existing client relationships to create long-term partnerships.

• Training in insurance or banking, e.g. insurance specialist, bank clerk or a business degree
• Experience in advising private clients (provision, insurance, asset management)
• First or sound knowledge and experience in sales of personal and property insurance
• License under §34d or §34f GewO available
• Confident, serious demeanor, strong communication skills
• Independent, structured, customer-oriented way of working
• Affinity for numbers, overview even with complex financial topics
• Enjoy sales in banking environment, willingness to travel in the area