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Financial Specialist for Building Financing

vor 2 Monaten

Osnabrück, Niedersachsen, Deutschland Dr. Klein Privatkunden AG – Franchisevertrieb Vollzeit

About Dr. Klein Privatkunden AG – Franchisevertrieb

We are a leading franchise company in the financial services industry, with a strong presence in the region of Osnabrück/Melle. Our team of over 650 advisors is dedicated to helping individuals achieve their dream of homeownership.

Our Mission

We strive to provide exceptional customer service, expert knowledge, and a wide range of financial products to our clients. Our goal is to build long-term relationships with our customers and provide them with personalized solutions for their financial needs.

Job Description

We are seeking a highly motivated and experienced Financial Specialist to join our team. As a Financial Specialist, you will be responsible for providing expert advice to clients on building financing and other financial products. Your primary goal will be to understand the client's needs and provide them with tailored solutions that meet their financial goals.

Key Responsibilities

  • Provide expert advice to clients on building financing and other financial products
  • Conduct thorough needs analyses to understand client requirements
  • Develop and implement personalized financial plans for clients
  • Build and maintain strong relationships with clients to ensure long-term loyalty
  • Stay up-to-date with industry developments and product offerings to provide clients with the best possible solutions

Requirements

  • Minimum 3 years of experience in financial services, preferably in building financing
  • Strong knowledge of financial products and services, including building financing, insurance, and credit
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

What We Offer

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • Access to a wide range of financial products and services
  • Recognition and rewards for outstanding performance