Finanzberater (m/w/d)
Core
Financial advisor role serving at least 500 core customers in the regional sales leadership.
Role type
Financial advisor (sales)
Builds
Insurance products, securities, and real estate for customers
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial advisory, sales, customer relationship management
Preferred skills
Interest in finance, people skills
Responsibilities
Manage a portfolio of at least 500 core customers, sell insurance and securities products, facilitate real estate transactions