Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Providing comprehensive financial advice and customer care for investment, financing, and insurance products.
Role type
Financial advisor (IC)
Builds
Financial advice and customer service solutions
Domain
Financial services / Banking / Insurance
Deliverable
client delivery
Required skills
Financial analysis, customer acquisition, complex problem solving, German language (C2), digital tool usage
Preferred skills
Entrepreneurial mindset, self-confidence
Technologies
Digital advisory tools
Responsibilities
On-site customer consultation, holistic and needs-oriented customer care, independent management of daily work, acquiring new customers