Agente in attività finanziaria - Lazio
Core
Financial agent role serving customers with personalized banking needs analysis through a phygital approach (online tools + human contact), focusing on mortgages, loans, and protection products.
Role type
Junior or Senior Financial Agent (IC)
Builds
Banking products and services (mortgages, loans, accounts, protection products)
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales, customer relationship management, financial consulting, territory management, network building, self-employment management (Partita IVA)
Preferred skills
Managerial growth mindset, coaching, recruiting, team management, KPI monitoring
Technologies
ING digital ecosystem, online lead generation tools