About This Role
We are seeking a talented professional to join our team as a Vorsorge- und Finanzberater. As part of this role, you will have the opportunity to shape the future of our clients and contribute to their financial well-being.
Your Responsibilities
* Build and maintain strong relationships with existing clients through exceptional customer service and support.
* Identify new business opportunities and acquire new clients through targeted market development.
* Conduct comprehensive financial planning and advisory services to meet the diverse needs of our clients.
* Develop and sell tailored solutions in the areas of savings and wealth creation.
* Represent our organization in the sales region and promote our products and services.
* Refer business to our partnership network.
Your Profile
* A degree or certification in finance, banking, or a related field would be beneficial.
* Prior experience in sales, client management, or financial services is essential.
* Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
* A results-driven approach, with a focus on meeting targets and exceeding expectations.
* The ability to work independently, with minimal supervision, and as part of a team.
Your Benefits
We offer a range of benefits to support your career development and well-being, including:
* Comprehensive training and development programs.
* Ongoing coaching and mentoring from experienced professionals.
* A competitive salary and bonus structure.
* A range of health and wellness initiatives.
* A dynamic and supportive work environment.
About Us
We are a leading provider of financial services, committed to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional customer service and building long-term relationships with our clients.