Description
We are seeking a Financial Advisor to join our team at Postbank Filialvertrieb AG. As a Financial Advisor, you will be responsible for advising our private customers on various financial services and products through digital media such as phone, video consultation, chat, and co-browsing.
Key Responsibilities:
- Provide tailored advice to private customers on accounts, services, digitalization, and product portfolio
- Advise customers on investments, retirement planning, and private credit
- Utilize digital media and tools to provide comprehensive advice
- Identify and capitalize on cross-selling opportunities
- Maintain high service quality standards in line with regulatory requirements
- Perform pre- and post-sales activities
Requirements:
- Completed commercial training, preferably as a bank clerk
- Comprehensive knowledge of financial services and products
- Sales experience
- EU-Vermittlerrichtlinie (EU-VRR) certification
- Cost awareness and business economic thinking
- PC skills and ability to learn specific systems
Personal Qualities:
- Sales skills and enjoyment of customer interactions
- Open and communicative personality, team-oriented
- High learning motivation and willingness to continuously develop expertise
- Analytical thinking and quick comprehension
- Excellent communication skills
Benefits:
- Secure, permanent position in a motivated team
- Competitive salary, Christmas bonus, and attractive performance-based compensation
- 38.5-hour workweek for a balanced work-life balance
- Part-time work possible
- Family-friendly HR policies
- Clear career paths and development opportunities
Additional Perks:
- Emotional well-being support
- Physical health initiatives
- Social networking opportunities
- Financial security measures