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Hybrid
Core
Independent financial advisor for real estate, financing, and insurance, serving clients from initial consultation to move-in.
Role type
Senior IC financial advisor (real estate & insurance)
Builds
Individual financing concepts and insurance solutions for clients
Domain
Financial services (real estate, mortgage financing, insurance)
Deliverable
client delivery
Required skills
Real estate financing brokerage experience, communication skills, sales/negotiation skills, MS Office proficiency, independent decision-making
Preferred skills
Team collaboration, customer orientation, reliability
Responsibilities
Manage clients from first meeting to move-in as personal contact, consult clients and create individual financing concepts using 3 portals with access to 700+ lenders, independently decide on offer creation and order processing