CareerPlan

Conseiller Commercial H/F

Roye, Picardie, FRFull-time2026-11-07

Core

Sales advisor for retail banking clients, providing guidance on financial products and solutions while managing client portfolios and sales opportunities.

Role type

Retail sales advisor

Builds

Client relationships and sales of banking products

Domain

Banking / Retail Finance

Deliverable

product features

Required skills

Sales negotiation, client relationship management, product expertise, territory knowledge, call handling, compliance adherence

Preferred skills

Team collaboration, analytical thinking, curiosity

Responsibilities

Greet and guide clients and prospects in person, by phone, or remotely; Identify and convert sales opportunities based on client needs; Manage and grow the public client portfolio; Provide advice and build trust with clients; Participate in inbound and outbound call campaigns; Apply compliance rules and promote mutualist policies

Seniority

Entry-level to Mid-level