Shape Your Financial Future.
We're looking for a motivated individual to join our sales team as a Vorsorge- und Finanzberatende. This role offers the perfect blend of creativity, independence, and support to help you achieve your professional and personal goals.
Your Key Responsibilities
1. BUILD and maintain existing client relationships through exceptional service and tailored solutions.
2. ACQUIRE new customers by systematically identifying and pursuing market opportunities.
3. DELIVER comprehensive financial advisory services to help clients make informed decisions about their future.
4. CREATE and sell customized solutions that meet the unique needs of our clients in the areas of pension planning and wealth management.
5. REPRESENT our organization in the field and promote our values and services.
6. Negotiate business deals with our partners.
Your Strengths
1. A relevant education or training in finance or a related field would be beneficial.
2. Proven sales experience in the insurance and financial sector is highly desirable.
3. Prior work experience in finance or mortgage broking would be advantageous.
4. You possess excellent sales and advisory skills, with the ability to build strong relationships with clients.
5. You are highly motivated, goal-oriented, and willing to go the extra mile to succeed.
6. You think entrepreneurially, are resilient, and enjoy interacting with people.
Benefits
We offer our employees comprehensive support and development opportunities to help them grow professionally and personally. Our benefits package includes first-class training, competitive compensation, and access to exclusive networking events.
Your Next Steps
If you have any questions or would like to learn more about this opportunity, please feel free to contact us directly.