Finanzberater / Finanzberaterin (m/w/d)
Core
Holistic, needs-oriented customer care for investment, financing, and insurance questions without product mandates.
Role type
Financial advisor (IC)
Builds
Customer advisory services for individuals and SMEs
Domain
Financial services (wealth management, financing, insurance)
Deliverable
client delivery
Required skills
customer acquisition, customer advisory, digital tools usage, entrepreneurial mindset, self-confidence
Preferred skills
none stated
Technologies
digital advisory tools
Responsibilities
holistic customer care, new customer acquisition, independent daily work planning, on-site and digital customer consultation