Vermögensberater (m/w/d) Innendienst - Neckarsteinach (m/w/d)
Hybrid
Core
Financial advisor providing holistic, needs-oriented customer consultation and planning appointments.
Role type
Financial advisor (insurance/banking)
Builds
Financial advice and product offerings for private clients
Domain
Insurance and banking
Deliverable
client delivery
Required skills
Customer consultation, appointment planning, offer creation, calculation, database management, digital tools usage
Preferred skills
MS Office, computer literacy
Responsibilities
Plan customer appointments including preparation and follow-up, consult customers via phone, email, and in person, handle general administrative tasks like creating offers and calculations, maintain customer database, use digital consultation tools
Seniority
Mid-level, experienced professional