R+V Allgemeine Versicherung AG | Germany | 25xxx, 24xxx Heide, Osterrönfeld, Rendsburg, Schleswig | Permanent position | Full time / Home office | Published since: 30.07.2026 on stepstone.de
Investment Advisors Banking Sales Insurance (m/f/d)
Create your next career step in the distribution of R+V Insurance – one of the largest insurance companies in Germany. In banking sales, you enter customers in the private banking team of the Volks- und Raiffeisenbanken and receive qualified leads. You can expect a secure fixation, an attractive compensation model and a team that builds on community and trust. Account Manager (m/d) Region: Schleswig, Rendsburg, Osterrönfeld, Heide · Full time · Hybrid
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Your tasks • Your profile • What we offer
Individual customer advice: The focus is on advising wealthy private customers on pension, insurance and investment products as well as on asset transfer. Demand analysis: Funded financial and risk analyses form the basis for concrete recommendations for action. Customer Acquise: Close cooperation with the private banking team of the Volks- und Raiffeisenbank in order to provide comprehensive support to customers together with the bank advisors. Market observation: developments in the capital market and regulatory changes are followed and actively introduced into the consultation. Documentation: Careful collection of all consultations and ensuring compliance with all regulatory requirements. Teamwork: Exchange with specialists from R+V to provide customers with comprehensive advice and solutions. Customer loyalty: expanding and maintaining existing customer relationships to create long-term partnerships.
Training in insurance or banking, e.g. insurance specialist, banking businessman or business studies Experience in the advice of private customers (provision, insurance, investment) First or sound knowledge and experience in the distribution of personal and property insurance Permission according to §34d or §34f GewO is available Safe, serious occurrence, pronounced communication strength Individually responsible, structured, customer-oriented mode of operation Number affinity, overview of complex financial topics Joy of sales in the banking environment, readiness to travel in the field of application
Remuneration: Secure basic salary + uncovered commission model + holiday and Christmas money Onboarding: 6-month incorporation model with mentoring by experienced financial advisors customer base: growing customer base and excellent market position in banking sales Security: Indefinite fixed employment, occupational pension provision, life-time account with employer grant, asset-effective benefits Work-Life-Balance: Hybrid work, 30 days holiday + special holidays, 24.12. and 31.12. Free Further development: Individual career paths, design space, internal and external academies Health: EGYM Wellpass, Benefits.me, occupational health management, R+V Technology & Mobility: iPhone, Notebook, JobRad / Cycling leasing
Location
 | R+V Allgemeine Versicherung AG | |
| 73430 Heide, Osterrönfeld, Rendsburg, Schleswig | ||
| Germany |
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