Employee customer advisor insurance (m/f/d) in bank sales – lateral entry possible

Role Summary

Bank sales at R+V means

You are part of a strong network of Volks- and Raiffeisenbanks and R+V and advise existing customers of the partner banks on insurance and pension issues.

In your role as a permanent customer advisor (m/f/d), you will support customers with important financial and pension issues, work closely with the bank teams and R+V colleagues on site and be regularly present in various bank branches in your region.

Become part of our team in the regions of Cologne, Eschweiler, Heinsberg, Krefeld, Viersen, Kempen-Grefrath, Siegburg and Rheinbach!

Experience onboarding: Depending on your level of knowledge, you go through our proven qualification program to become an IHK-certified specialist in insurance brokerage (m/f/d) and thus quickly find your area of responsibility.

Design advice: You recognize what our customers need in the areas of insurance and pension provision, advise them comprehensively and develop suitable insurance and pension solutions from this.

Live customer service: You look after the existing customer base of the partner banks, prepare for and follow-up discussions and successfully implement your advice with sales. You remain a reliable contact for your customers.

Requirements

• Completed commercial vocational training
• Sales experience and strong customer orientation
• Good communication and confident demeanor
• Structured work and good self-organization
• Class B driving license and a vehicle

Benefits

• Entry: Permanent employment with a fixed salary and fair variable components, vacation and Christmas bonuses
• Induction: Structured qualification, training and support from experienced mentors in bank sales.
• Pension provision: company pension scheme, lifetime working account with employer contribution, employee discounts
• Work-life balance: Flexible working, 30 days vacation plus special leave for family events, December 24th. and 31.12. off work
• Health: EGYM WELLPASS and Benefits.me, company health management, health programs from the R+V company health insurance company
• Technology & mobility: Latest iPhone and notebook, job bike/bicycle leasing, discounts on car purchases and car sharing
• Development: Good prospects in sales locally and in the region - e.g. specialization, more responsibility or later management tasks.