Kundenberater für die Finanzdienstleistung
Core
Independent financial service provider offering banking, savings, and insurance products with a branch structure, connecting top direct bank rates with classic bank service.
Role type
Customer advisor for financial services
Builds
Financial products (deposits, loans, insurance) for individual clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Sales experience, customer advisory experience, knowledge of financial services, goal-oriented behavior, customer orientation
Preferred skills
Experience in sales or customer advisory, knowledge of financial services
Technologies
None stated
Responsibilities
Provide qualified and independent advisory in banking services, conduct active portfolio management with customers including phone outreach, build and maintain customer relationships, regularly execute marketing campaigns