Join the financial and planning advice with a focus on 3a/3b, ETF savings plans, pension funds, wealth creation and budget planning.
Requirements
- Accompany private and business customers for pension, savings, 3a/3b, ETF savings plans and financial planning.
- Analyze needs and develop individual pension and financial concepts.
- Conduct consulting conversations online and on site, and document follow-ups neatly in the CRM.
- Maintain and expand existing customer relationships in the long term.
Benefits
- Free internal VBV training with preparation for VBV certification.
- Modern working tools, mentoring, induction and ongoing professional development.
- Flexible working hours, home office, and hybrid options as needed.
- Clear development opportunities from entry to further specialist or team role.
