Customer Advisor Weinfelden | 80-100%
Weinfelden
Key information
- Publication date:03 April 2024
- Workload:80 – 100%
- Contract type:Unlimited employment
- Place of work:Weinfelden
Job summary
Excited to join a dynamic finance team? This role offers growth!
Tasks
- Engage with clients to understand their financial needs.
- Provide tailored solutions in insurance and financial planning.
- Build long-term, trusting relationships with clients.
Skills
- No prior experience needed; open to motivated newcomers.
- Strong communication and listening skills are essential.
- Empathy and a passion for finance will set you apart.
Is this helpful?
Here you are more than just an advisor – you become a companion on the path of retirement planning, insurance, and finances. Your focus is not on product sales but on solving real challenges. As a financial partner, you develop tailored solutions that truly fit through active listening and solid knowledge, and you build long-term, trusting customer relationships.
What makes this role special:
Every day brings new stories and encounters. Your task? Listen, understand, accompany. In a market that is constantly changing, you maintain foresight and respond specifically to the needs of each individual.
You like to take responsibility, understand people's concerns, and appreciate the trust placed in you. Expertise is not necessarily required – this position is also ideal for ambitious career changers who bring the right mindset and enjoy working on new topics. Your interest in the financial sector and your empathy make you a valuable team member who also supports and inspires colleagues.
Curious?
Then we look forward to making a difference together with you – in a job as individual as the people you meet.
