Außendienstmitarbeiter (m/w/d) oder Datenerheber (m/w/d)
Core
Analyze clients' financial situations and sell financial and banking products.
Role type
Field sales consultant (financial services)
Builds
Financial and banking products for clients
Domain
Finance / Banking
Deliverable
product features
Required skills
client analysis, sales, financial product knowledge
Preferred skills
specialization in corporate pension, mortgage financing, or real estate
Responsibilities
conduct data collection on clients' economic situations, sell financial and banking products, potentially train other field staff
Seniority
Entry-level to Senior, with potential for management