Starszy Opiekun Finansowy / Starsza Opiekunka Finansowa
Core
Financial advisor and sales representative handling cash and non-cash customer service, selling financial products and insurance, and building client relationships.
Role type
Senior financial advisor / sales representative
Builds
Financial products and insurance policies
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
Direct or telephone sales, customer service, computer proficiency, goal orientation, teamwork
Preferred skills
Experience in the financial sector
Responsibilities
Handling cash and non-cash customer service, selling financial products and insurance (including via phone), building positive client relationships, achieving individual and team sales targets, ensuring service quality