Referral Agent
Vor 6 Tagen
Company Description
Deutsche Vermögensberatung (DVAG), founded in 1976 by Dr. Reinfried Pohl, is a privately held stock corporation in Germany. DVAG provides comprehensive financial services for individual clients, extending its reach to Austria and Switzerland. Our services include consumer insurance, annuities, savings, financing solutions, and mutual funds. DVAG is dedicated to offering tailored financial solutions to meet the diverse needs of our clients.
Role Description
This is a part-time remote role for a Referral Agent. The Referral Agent will be responsible for identifying and generating Leads, conducting market research, providing sales support, and offering exceptional customer service. Additionally, the Referral Agent will participate in training programs to stay updated on the latest financial products and services.
Qualifications
- Skills in generating Leads from the market.
- Ability to participate in Training programs.
- Strong communication and interpersonal skills
- Ability to work independently and remotely
- Previous experience in the financial services industry is a plus
- High school diploma or equivalent; additional education in finance or related field is advantageous
