Finanzberater/ Finanzcoach (m/w/d) für die Deutsche Vermögensberatung AG
Core
Acquiring new clients and managing existing relationships to sell financial products and services.
Role type
Financial advisor / financial coach
Builds
Financial product sales and client portfolio management
Domain
Financial services
Deliverable
client delivery
Required skills
Active client acquisition, relationship management, market analysis, contract negotiation, sales closing, MS Office proficiency
Preferred skills
None stated
Responsibilities
Conduct targeted research and outreach to acquire new clients, maintain long-term client relationships through regular communication, analyze the market to identify new sales opportunities, create offers and negotiate contracts, collaborate with other departments
Seniority
Entry-level to Mid-level