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 consultation.
Key Responsibilities:
- Advising and selling financial services products with a focus on securities products up to risk class 4
- Utilising cross-selling potentials beyond the primarily offered product range
- Building sustainable and valuable customer relationships and continuously developing them
- Ensuring high customer satisfaction through professional and needs-based consulting
- Working closely with the Regional Advisory Centre and other distribution channels
- Guaranteeing high service quality while complying with regulatory and internal requirements
- Processing assigned and self-initiated customer leads in the advisory system
- Ensuring high appointment and conversation frequency
- Performing all necessary pre- and after-sales activities
Requirements:
- Completed commercial vocational 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 enjoyment of 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 dynamic team
- Good salary, Christmas and holiday pay, and attractive success-based remuneration
- 38.5-hour week for a balanced work-life balance
- Possible part-time employment subject to agreement
- Family-friendly personnel policy, certified by berufundfamilie gGmbH
- 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 advice
- Social networking: support through pme family service, Job fitness centre, 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, employee bank services, company bicycle or Germany ticket