Doradca / Doradczyni Klienta
Core
Client advisor responsible for servicing existing customers, acquiring new clients, and selling financial products including loans, credit cards, and insurance.
Role type
Client advisor (sales and service)
Builds
Financial products (loans, credit cards, insurance)
Domain
Financial services
Deliverable
client delivery
Required skills
sales, customer service, relationship building, active prospecting, financial product knowledge
Preferred skills
ability to work flexibly, drive for earnings, willingness to travel
Technologies
tablet, mobile phone, company applications
Responsibilities
servicing existing customers on assigned territory, acquiring new clients, selling loans, credit cards, and insurance products
Seniority
Entry-level / flexible hours