Director's Representative Occupational Pension Scheme in Bank Sales / Sales Directorate South
Original title: Direktionsbeauftragter m/
This job is at Wüstenrot & Württembergische AG. You apply to them, not to GoAusbildung.
Start Date
On request
Sector
Versicherung / Finanzdienstleistung
Salary
Competitive salary
Listing data as of September 29, 2026
About this Apprenticeship
You play a crucial role in the partnership with our banking partner, as you are not only a salesperson but also a mentor and advisor. Your goal is to increase new business in the field of occupational pension schemes through targeted training and creative financial service concepts and to sustainably promote sales. This includes: Increasing sales figures: You create an environment that sustainably promotes the sale of our occupational pension products through committed and comprehensive support of our banking partners and advisors. Motivation and training: You inspire bank employees and corporate clients for our offerings in occupational pensions and provide them with the necessary knowledge about our products and consulting concepts. Active support: You lead and accompany bank employees and team colleagues in customer meetings and assist in the preparation and follow-up of appointments to optimize the consulting process. You also manage our large collective partners and conduct workforce events in companies. Innovative solutions: You develop creative and individual pension concepts for executives, shareholder-managing directors, and workforces that meet customer needs and submit tailored proposals for individual asset investment. Digital competence: You use modern media and training methods to enhance the sales skills of bank employees and prepare them for the challenges of digital sales. What we offer you: Performance-based remuneration model: Attractive salary structure in employed field service with the possibility of a company car and job bike. Development opportunities: Access to continuous training and further education to support your development. Dynamic work environment: A committed team that fosters a positive work climate and values innovation.
What You'll Learn
Increasing sales figures: You create an environment that sustainably promotes the sale of our occupational pension products through committed and comprehensive support of our banking partners and advisors. Motivation and training: You inspire bank employees and corporate clients for our offerings in occupational pensions and provide them with the necessary knowledge about our products and consulting concepts. Active support: You lead and accompany bank employees and team colleagues in customer meetings and assist in the preparation and follow-up of appointments to optimize the consulting process. You also manage our large collective partners and conduct workforce events in companies. Innovative solutions: You develop creative and individual pension concepts for executives, shareholder-managing directors, and workforces that meet customer needs and submit tailored proposals for individual asset investment. Digital competence: You use modern media and training methods to enhance the sales skills of bank employees and prepare them for the challenges of digital sales.
Requirements
Experience: Completed vocational training as a management assistant for insurance and finance, bank clerk, or certified insurance specialist (IHK) with several years of experience in insurance brokerage/consulting, preferably with advanced qualification (e.g., Fachwirt) and further training/certifications in occupational pensions (e.g., Certified bAV Specialist, Business Administrator bAV). Knowledge: Sound knowledge of bank sales as well as bank and life insurance products and experience in dealing with corporate clients. Specialization: In-depth expertise in all forms of occupational pensions, labor and tax law, and corporate law. Existing knowledge of occupational health insurance would be desirable. Communication skills: You appear confident and solution-oriented, even in front of larger groups, and can convince both bank employees and customers through your communication skills. Team spirit: You work independently and value collaboration within the team.
What Wüstenrot & Württembergische AG offers
Performance-based remuneration model: Attractive salary structure in employed field service with the possibility of a company car and job bike. Development opportunities: Access to continuous training and further education to support your development. Dynamic work environment: A committed team that fosters a positive work climate and values innovation. Opportunities: Flexibility - Mobile work and individual part-time models & employment relationship with Württembergische Versicherung AG in field service; Family - Emergency childcare & support offerings in various life situations; Development - Career models, personal & professional development; Extras - Company pension scheme & discounts on W&W products.
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