Finanzberater/in (m/w/d) gesucht
Core
Support the Private Customer District Managers and advise employees and private customers of partner banks in private retail business after intensive onboarding.
Role type
Private Customer District Manager (Insurance/Banking Sales)
Builds
Private banking products and insurance solutions for retail customers
Domain
Insurance and Banking
Deliverable
client delivery
Required skills
Sales aptitude, customer orientation, communication skills, empathy, goal orientation, organizational talent, teamwork
Preferred skills
Completed training in the financial services sector
Technologies
Digital advisory tools
Responsibilities
Support Private Customer District Managers, advise employees and private customers of partner banks, implement professional sales approach using digital tools, acquire new customers through cooperation with sales partners