Client Advisor Private Clients, Full-time 100%

Foscaldi Treuhand GmbH; Wangen im Allgäu; Vor Ort; EUR 48.000 - 72.000; Vollzeit

Benefits dieser Stelle

Diverse duties and scope of duties

Opportunities for advancement

Performance-based pay

Flexible working hours

Rich client contact

Zusammenfassung

Foscaldi Treuhand GmbH in Germany seeks a Client Advisor for Private Clients in insurance, pensions and investments. You will advise and support clients, build long-term relationships and help them achieve financial goals.

You will identify prospects, take over an existing client portfolio with potential, and perform needs analyses to tailor financial plans. Strong sales skills and a client-focused mindset are essential.

Qualifikationen

• Excellent interpersonal and communication skills.
• Strong client orientation and service mentality.
• Self-motivated and results-oriented.

Aufgaben

• Identify and acquire potential clients
• Take over an existing client portfolio with significant potential
• Conduct detailed needs analyses and individual financial planning for clients
• Advise on insurance products, pension plans and investment options
• Ensure high client satisfaction

Kenntnisse

Interpersonal skills

Communication

Client orientation

Self-motivated

Ausbildung

Degree in relevant field

Jobbeschreibung

Position Summary

As a Client Advisor for Private Clients in insurance, pensions and investments, you are responsible for advising and supporting our clients. You build long-term client relationships and support our clients in achieving their financial goals. This position requires a high level of sales skills and client orientation.

Tasks and Responsibilities

• Identify and acquire potential clients
• Take over an existing client portfolio with significant potential
• Conduct detailed needs analyses and individual financial planning for clients
• Advise on insurance products, pension plans and investment options
• Ensure high client satisfaction

Requirements

• Experience in the financial industry is a plus
• Ideally, you hold a degree in one of the relevant fields
• Excellent interpersonal and communication skills
• Strong client orientation and service mentality
• Self-motivated and results-oriented

What We Offer

• Diverse and responsible scope of duties
• An environment with many opportunities
• Varied activities thanks to a wide range of products and client contacts
• Above-average earning potential through a performance-based compensation model
• Career advancement to Sales Manager or specialisation in pensions, investments or SME
• High flexibility in working hours