Finanzierungsberater mit Kundenbestand
Core
Advise and support customers on modern precautionary building blocks including insurance, home ownership, risk protection, and wealth formation.
Role type
Independent sales representative (financial services)
Builds
Financial advice and sales offers for home ownership and wealth management
Domain
Banking and financial services
Deliverable
client delivery
Required skills
expertise in building savings, mortgage financing, insurance, investment funds, and savings products, commercial training (bank clerk or equivalent), sales experience
Preferred skills
at least two years of sales experience in the financial services industry
Responsibilities
Develop consultation concepts based on customer goals, actively expand the customer network, and increase personal brand awareness through sales-promoting actions.