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