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Financial Consultant for Savings and Financing

vor 2 Monaten


Düsseldorf, Nordrhein-Westfalen, Deutschland W&W-Gruppe Vollzeit
Job Overview

Key Responsibilities

  • As a self-reliant sales consultant, you will provide guidance and support to clients on diverse aspects of contemporary financial planning, including security, property, risk management, and asset accumulation.
  • You will create customized advisory strategies based on recognized objectives and preferences, translating them into specific proposals.
  • Your role involves actively growing your client base and nurturing existing relationships.
  • You will enhance your personal profile through effective sales initiatives.

Qualifications

  • A strong enthusiasm for a self-directed and adaptable role within our sales division is essential.
  • Expertise in areas such as building savings, property financing, insurance, investment portfolios, and savings instruments is required.
  • Your clients will benefit from your professional and solution-focused advisory services.
  • A flexible and independent work style, along with the ability to prioritize tasks and maintain organization, is necessary.
  • A background in business education as a bank clerk or a similar qualification, coupled with a minimum of two years of sales experience in the financial services industry, is expected.