CareerPlan

Kundenberater (d/m/w), Regionales Beratungscenter Nürnberg

Nürnberg, Mittelfranken, BAYERNFull-time2026-07-06 → 2026-11-12
Hybrid

Core

Telephone and video-based financial advisor selling securities products up to risk class 4 and cross-selling to demanding customer groups.

Role type

Senior IC financial sales consultant (telephony/video)

Builds

Financial service products and customer relationships

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Securities product knowledge, EU financial advisor certification, sales techniques, business acumen, PC proficiency, lead management, pre- and after-sales processes

Preferred skills

Commercial training background, cross-selling ability, analytical thinking, high motivation

Technologies

PC, proprietary banking systems