About This Role
This role in a sales team involves competently advising customers on banking and insurance products, with a focus on pension and credit advice. It suits a finance professional with a talent for building customer relationships and providing first-class service, who is also willing to work in the field.
Responsibilities
- Competently advise customers on products
- Focus on pension and credit advice
- Develop well-thought-out and needs-based financial solutions that align with a holistic approach
- Advise customers directly on-site through skillful time management (in collaboration with the branch)
- Continuously expand customer relationships through consulting talent and first-class service
Requirements
- Successful training as a bank clerk or a comparable qualification in the financial services industry
- At least C1 German language level
- Several years of experience in personal consulting, individually and at eye level
- Enjoy working in the field
- Possess a Class B driving license
Benefits
- Good basic salary and extensive performance-related additional remuneration
- 30 days of holiday (extendable with additional holiday models)
- Flexible working time models possible
- Numerous additional benefits such as various corporate benefits, IT leasing, and health offers
- Part of a strong team that values team spirit, cohesion, and collegiality
- Diverse career prospects and opportunities for individual development
- Additional flexibility through "unpaid leave" and paid special leave days for special events (five special leave days for family growth)
- Family service: advice and support in all situations
- Childcare during seminars at the training academy
- Discounted holiday apartments on the Baltic Sea
- Leasing of IT equipment via salary conversion
- Special conditions for bank products
- A company car that can also be used privately (for mobile field employees)
- Health management: e.g., health mobile, 50+ health check, regular prevention offers
- Access to offers from Wellhub for sport and wellness, fitness apps, etc.
- Option for salary conversion as a component of private old-age provision
- Group accident insurance that also offers protection in the private sector
- TARGOBANK Bike: leasing of bicycles via salary conversion
- Discounted Deutschlandticket for 21 EUR per month
- Volunteer day: once a year, local social organizations can be supported during working hours
- Participation in World Cleanup Day
