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Private Customer Consultant with a focus on risk coverage and retirement planning at Volksbank in der Region eG

Language
Setup
Remote
Location
Tübingen, Baden-Württemberg · Baden-Württemberg
Type
Full-time
Level
mid
Posted

Description

The employer is hiring a Private Customer Consultant specializing in risk coverage and retirement planning. The role advises customers on insurance and retirement matters, continues advanced consulting, leads goal-oriented meetings, supports colleagues, and documents and advises through appropriate channels. Applicants need a banking apprenticeship, comparable qualification, or business administration degree, along with experience or interest in retirement planning, insurance, and risk coverage, plus strong communication, sales, and consulting skills. The position is based at the main office in Mössingen or Tübingen and offers health promotion, development support, pension provision, and other employee benefits.

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