# Financial Services Advisor

**Company**: Postbank Filialvertrieb AG
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mainz-Hattenbergstr-10/Kundenberater--d-m-w---Regionales-Beratungscenter-Mainz_R0431301-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_330b8caa-610

## Description

We are seeking a Financial Services Advisor to join our team at Postbank Filialvertrieb AG. As a Financial Services Advisor, you will be responsible for advising and selling financial services products to demanding customer groups via telephone and video consultations.

**Key Responsibilities:**

- Provide advice and sell financial services products with a focus on securities products up to risk class 4

- Actively utilise cross-selling potentials beyond the product range offered

- Build sustainable and valuable customer relationships and continuously develop them

- Ensure high customer satisfaction through professional and needs-based advice

- Work closely with the Regional Advisory Centre and other distribution channels

- Guarantee high service quality while complying with regulatory and internal requirements

- Process assigned and self-initiated customer leads in the advisory system

- Ensure high appointment and conversation frequency

- Carry out all necessary pre- and after-sales activities

**Requirements:**

- Completed commercial training, preferably as a bank clerk

- Comprehensive knowledge of financial services products

- Sales experience

- Evidence of expertise in accordance with the EU Intermediary Directive (EU-VRR)

- Cost awareness and ability to think and act in a business-oriented manner

- PC skills, ability to learn work-specific systems

- Sales skills and enthusiasm for contact with customers

- Open and communicative personality who likes to work in teams

- High willingness to learn and motivation to continuously develop specialist, sales, process and digitalisation know-how

- Routine in dealing with PC and software applications

- High sales and self-motivation as well as pronounced customer orientation

- Analytical thinking skills, quick comprehension and high performance readiness

- Very good communication skills

**Benefits:**

- Secure, permanent and responsible job in a motivated and helpful team

- Good salary, Christmas and holiday pay, and attractive success-dependent remuneration

- Our collective bargaining agreement offers a 38.5-hour week for a balanced work-life balance

- Part-time employment possible by agreement

- We are certified by berufundfamilie gGmbH for our family-friendly personnel policy

- Clear career paths and diverse development opportunities

**Additional Benefits:**

- Emotional balance: Offers such as counselling in difficult life situations and mental health promotion

- Physical fitness: Offers such as comprehensive check-up examinations, vaccination offers and healthy lifestyle counselling

- Social networking: Offers such as support through the pme family service, fitness centre job, flexible working time models and a comprehensive culture of diversity, equal opportunities and participation

- Financial security: Offers such as contribution plans for old-age provision, bank services for employees, company bicycle or Germany ticket

## Skills

### Required
- financial services
- securities products
- customer relationships
- sales
- communication

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mainz-Hattenbergstr-10/Kundenberater--d-m-w---Regionales-Beratungscenter-Mainz_R0431301-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)