Specialista commerciale-FINANZA AGEVOLATA

JR Italy; Lucca; Remoto; EUR 40.000 - 80.000; Tempo pieno

Descrizione del lavoro

An established industry player is seeking a dynamic financial consultant to join their expanding team. This role involves managing a diverse client portfolio and providing tailored financial solutions through various grants and standard finance options. With a focus on facilitated finance measures, you will leverage your expertise to identify the best services for clients and ensure their satisfaction throughout the contractual period. If you have a strong sales aptitude and a background in finance, this opportunity offers a chance to work remotely while contributing to a rapidly growing firm in the financial sector.

Competenze

• 4+ years in financial consultancy or advisory.
• Strong knowledge of facilitated finance measures like Simest and tax credits.

Mansioni

• Sell contracts related to facilitated finance and manage client portfolio.
• Identify suitable services and offer financial solutions.

Conoscenze

Financial consultancy experience

Facilitated finance knowledge

Client portfolio management

Business plan creation

Relational skills

Communication skills

Understanding financial indicators

Sales aptitude

Formazione

Master's degree in economics or finance

Descrizione del lavoro

Location

Lucca, Italy

Company Overview

FINERA, a brand of financial intermediation within the Allocore Spa group, is dedicated to providing consultancy services to companies seeking credit access and grants. The company is expanding rapidly and is looking to hire a Specialista commerciale - FINANZA AGEVOLATA to manage its growing client portfolio.

Responsibilities

1. Sell new contracts related to facilitated finance and standard finance.
2. Manage the assigned client portfolio effectively.

Required Skills and Qualifications

• At least 4 years of experience in a financial consultancy or advisory firm.
• Knowledge of main facilitated finance measures (Simest, tax credits, Invitalia calls, regional grants).
• Experience managing a client portfolio independently.
• Experience creating business plans or using related software.
• Strong relational and communication skills.
• Understanding of company financial indicators.
• High sales aptitude.
• Master's degree in economics or finance.

Responsibilities

• Accurately identify the appropriate service for the client.
• Manage the client throughout the contractual period (12 or 18 months), offering suitable financial solutions, both through applicable grants and standard financial instruments.
• Operate as a self-employed collaborator under VAT (consultant, broker, or agency/Enasarco).
• Participate in training and OAM registration tutoring.
• Work remotely (Smart Working).
• Receive a monthly client portfolio from the company.