Mitarbeiter im Finanzvertrieb, Tedesco Capital
Core
Sales and advisory role developing tailored financial strategies for individuals, self-employed persons, and SMEs.
Role type
Financial sales advisor
Builds
Customized financial and security strategies, investment plans, and business finance solutions
Domain
Financial services / Wealth management
Required skills
Customer acquisition, relationship building, needs analysis, strategic planning, contract management, CRM documentation, event participation
Preferred skills
Commercial or finance-related training, consulting competence, strategic thinking, self-motivation, discretion, communication skills