Vertriebsleitung / Führungskraft
Core
Building a team of independent financial advisors to help individuals, parents, and families organize their finances through insurance, savings, asset building, mortgage financing, energy topics, and banking products.
Role type
Independent financial advisor / Team leader
Builds
Individualized financial concepts and client advisory services
Domain
Financial services / Family financial planning
Required skills
Active listening, trust-building, self-organization, willingness to learn new technical fields, customer contact experience
Preferred skills
Sales experience, advisory experience, craftsmanship background, parenting experience, entrepreneurial mindset
Technologies
None stated
Responsibilities
Building and leading a team of independent financial advisors, providing personalized financial advice to clients, managing self-organized daily operations
Seniority
Entry-level to Senior, hands-on IC / Team leader