Financial Solution Specialist

Finanzmitkumar; Lingen (Ems); Vor Ort; EUR 40.000 - 60.000; Vollzeit

Zusammenfassung

A leading financial advisory firm in Germany is seeking a Financial Solutions Specialist to join their team. The ideal candidate will engage in client consultations, lead generation, and relationship management. This position offers competitive fixed salary and performance bonuses, with career advancement opportunities available. Candidates from all backgrounds are encouraged to apply.

Leistungen

Performance-based bonuses

Flexible contract types

Professional development opportunities

Qualifikationen

• A strong interest in financial markets and a passion for consulting.
• Excellent communication and interpersonal skills.
• A self-motivated and ambitious attitude, driven to achieve targets.
• Relevant certifications (like CFP) or a Bachelor's degree in a related field are a plus.

Aufgaben

• Actively identify and connect with potential clients to build your business.
• Conduct comprehensive consultations to understand clients' unique financial situations.
• Advise clients on suitable financial products, including investments and insurance.
• Build and maintain strong, long-term relationships with clients.
• Stay informed on market trends and economic conditions.

Kenntnisse

Communication skills

Interpersonal skills

Self-motivation

Ausbildung

Bachelor's degree in a related field

Jobbeschreibung

Overview

Join Our Team as a Financial Solutions Specialist! Are you passionate about building the best financial advisory firm in Germany? Whether you're a recent graduate, a professional with a few years of experience, or a seasoned financial advisor, Finanzmitkumar wants you on our team. We are a 100% tied agent of Deutsche Vermögensberatung (DVAG), which means we combine the strength and market leadership of one of Germany's top financial advisory firms with our own ambition to build the best, most client-centric practice. We are looking for exceptional candidates to join us as a Financial Solutions Specialist. In this interesting and varied role, you won't just be selling products; you will be a lead generator, sales professional, and most importantly, a trusted consultant to your clients. Your primary focus will be on providing in-depth consultation and building lasting relationships.

What You'll Do

• Lead Generation: Actively identify and connect with potential clients to build your business from the ground up.
• Client Consultation: Conduct comprehensive consultations to understand clients' unique financial situations and provide tailored solutions from a wide range of products.
• Sales & Advisory: Advise clients on and facilitate the sale of suitable financial products, including investments, insurance, and retirement plans.
• Relationship Management: Build and maintain strong, long-term relationships, providing ongoing support and expert advice to foster trust and loyalty.
• Market Analysis: Stay informed on market trends and economic conditions to ensure your advice remains relevant and effective.

Who We're Looking For

We welcome candidates at various stages of their careers who are ready to be fully engaged in all aspects of the client journey.

• Beginners: We encourage applications from students and recent graduates. We provide comprehensive training to help you build the skills and knowledge needed for success.
• Professionals with 1-4 years of experience: If you have some industry experience, you'll find a clear path to advance your career and grow your client base with us.
• Experienced Advisors: We also value the knowledge of seasoned professionals. If you have an existing client base and want to work in an environment that supports your growth, we'd like to talk.

Requirements

• A strong interest in financial markets and a passion for consulting.
• Excellent communication and interpersonal skills.
• A self-motivated and ambitious attitude, driven to achieve targets.
• Relevant certifications (like CFP) or a Bachelor's degree in a related field are a plus, but not required for all applicants.

Compensation & Growth

• Competitive Fixed Salary: We offer a stable fixed salary, providing a secure foundation for your income.
• Performance Bonuses: You'll be eligible for attractive performance-based bonuses tied to your achievements.
• Flexible Contracts: We are open to discussing various contract types, including mini-job, student, and mid-job contracts, to accommodate your needs.
• Career Advancement: We are committed to your professional development and provide clear opportunities for growth and advancement within the company.