Financial advisor (f/m/d) banking sales insurance

Role Summary

Individual customer advice: The focus is on advising wealthy private customers on pension, insurance and investment products as well as on wealth transfer.

Needs analysis: Sound financial and risk analyzes form the basis for concrete recommendations for action.

Customer acquisition: Close collaboration with the private banking team at Volks- und Raiffeisenbank in order to provide comprehensive customer support together with the bank advisors.

Market observation: Developments on the capital market and regulatory changes are monitored and actively incorporated into the advice.

Documentation: Careful recording of all consultations and ensuring compliance with all regulatory requirements.

Teamwork: Exchange with R+V specialists in order to provide customers with holistic advice and offer suitable solutions.

Customer loyalty: expanding and maintaining existing customer relationships to create long-term partnerships.

Requirements

Training in insurance or banking, e.g. B. Insurance specialist, bank clerk or an economics degree

• Experience in advising private customers (pension, insurance, investments)
• Initial or in-depth knowledge and experience in the sales of personal and property insurance
• Permission according to §34d or §34f GewO is available
• Confident, serious demeanor, strong communication skills
• Independent, structured, customer-oriented way of working
• Affinity with numbers, overview even of complex financial topics
• Enjoy sales in the banking environment, willingness to travel in the operational area

Benefits

• Remuneration: Secure basic salary + uncapped commission model + holiday and Christmas bonuses
• Onboarding: 6-month induction model with mentoring from experienced financial advisors
• Customer base: Growing customer base and excellent market position in banking sales
• Security: Permanent employment, company pension scheme, lifetime working account with employer subsidy, capital formation benefits

Work-life balance: Hybrid working, 30 days vacation + special vacation, December 24th. and 31.12. free

• Further development: Individual career paths, creative freedom, internal and external academies
• Health: EGYM Wellpass, Benefits.me, company health management, R+V company health insurance
• Technology & mobility: iPhone, notebook, JobRad / bicycle leasing

About the Company

Take your next career step in sales at R+V Versicherung – one of the largest insurance companies in Germany.

In bank sales, you support customers in the private banking team of the Volks- and Raiffeisenbanken and receive qualified leads from them. You can expect a secure permanent position, an attractive remuneration model and a team that builds on community and trust.

Region: Heide, Dithmarschen, North Frisia | Full time | Hybrid