Finanzierungsberater (m/w/d) mit Kundenbestand

Advising customers on modern planning, developing consulting concepts, and building customer relationships. Financial advisor with knowledge of building savings, financing, insurance, investment funds, and savings products. Commercial education and experience in sales in the financial services industry.

Requirements

• Commercial education as a bank clerk or comparable degree
• At least two years of experience in sales in the financial services industry
• Knowledge in areas of building savings, building financing, insurance, investment funds, and savings products
• Flexible, independent working style and ability to set priorities for tasks
• Ability to organize and maintain customer relationships