Agente in attività finanziaria - Lombardia
Core
Financial agent role focused on personalized customer needs analysis and product distribution through integrated digital and physical channels.
Role type
Financial sales agent (Junior/Professional)
Builds
Mortgage, loan, deposit, credit protection, and current account products
Domain
Banking and Financial Services
Deliverable
product features
Required skills
sales, customer relationship management, financial consulting, territory management, digital lead generation
Preferred skills
entrepreneurial spirit, client orientation, team leadership, network building
Technologies
ING digital ecosystem, phygital tools
Responsibilities
Develop customers for mortgages, loans, and protection products; provide personalized phygital consulting; generate and process digital leads; activate territorial network; manage teams and service quality KPIs
Seniority
Junior (Beginner) to Senior (Professional)