Financial Consultant – Vorsorge, Investment & Versicherungen (m/w/d)
Core
Financial consultant providing advice on pension, insurance, and investment products to wealthy clients.
Role type
Financial Consultant (Insurance & Investment)
Builds
Insurance and financial service products for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Insurance product knowledge, Investment product knowledge, Pension planning expertise, Client relationship management, Sales and prospecting, Digital communication tools
Preferred skills
Experience in banking or financial services, Knowledge of capital investment products
Responsibilities
Telephone and digital consultation of prospects and existing customers, Advising on insurance, pension, and investment products, Guiding clients from initial contact to contract signing, Managing and developing existing customer relationships, Identifying consulting and sales opportunities, Handling customer inquiries via phone, email, and digital channels
Seniority
Entry to Mid-level, experienced professional