Finanzierungberater als Wünscheverwirklicher (m/w/d)
Core
Building trust with existing customers and new prospects to develop suitable financial offers and solution proposals that help clients realize their life dreams with maximum security.
Role type
Sales consultant (financial services)
Builds
Financial and pension solutions for individual clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Consultation, prospecting, solution design, customer relationship building, sales
Preferred skills
First sales experience, empathy, ambition, creativity, learning agility
Technologies
Modern financial service platforms
Responsibilities
Contact existing customers and new prospects to build trust, identify customer wishes and goals, develop and present suitable financial offers, ensure positive customer experience
Seniority
Entry-level / Career switcher