Agente in attività finanziaria - Lombardia
Core
Financial agent role focused on personalized customer needs analysis and sales of banking products including mortgages, loans, and protection products.
Role type
Financial Sales Agent (Junior/Professional)
Builds
Banking products and services for individual customers
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
sales, customer relationship management, financial consulting, territory management, lead generation
Preferred skills
entrepreneurial spirit, team leadership, network building, coaching
Technologies
digital banking platforms, phygital sales tools
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