Agente in attività finanziaria - Lazio
Core
Financial agent role focused on personalized customer needs analysis and sales of banking products through a phygital approach.
Role type
Financial Sales Agent (Junior/Professional)
Builds
Mortgage, loan, deposit, credit protection, and current account products
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
sales, customer relationship management, financial consulting, territory management, network activation
Preferred skills
entrepreneurial spirit, customer orientation, team leadership, coaching
Technologies
ING digital ecosystem, online lead generation tools
Responsibilities
Develop customers for mortgages, loans, protection, accounts, and cards; provide personalized phygital consulting; activate territorial network; manage team and KPIs (for growth path)
Seniority
Junior (Beginner) to Senior (Professional)
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