Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Holistic, needs-based customer care for investment, financing, and insurance without product mandates.
Role type
Financial advisor (IC)
Builds
Customer advisory services and new customer acquisition
Domain
Financial services (wealth management, financing, insurance)
Deliverable
client delivery
Required skills
customer care, new business acquisition, independent work, digital tools usage, entrepreneurial mindset, confident communication
Preferred skills
digital interest