Finance Assistant responsible for payment management, financial document handling, and administrative support. Join Avla's innovative team transforming the insurance market without the bureaucracy.
IS
Hybrid Investment-, Bank-, Vorsorge-, & Finanzierungsberater
Posted 4 months ago
About the role
- Investment & Financing Consultant providing financial planning and investment advice. Supporting clients in Austria and Switzerland with expert financial strategies and planning.
Responsibilities
- Beratung unserer bestehenden Kunden
- Neukundengewinnung
- Investment-, Versicherungs- und Finanzierungsberatung
- Budget-, Steuer- und Wohnraumplanung
- Teilnahme an einem Traineeprogramm für Quereinsteiger
Requirements
- Branchenerfahrener Finanz- und Anlagenberater aus Banken-, Versicherungs-, oder Investmentbereich
- Keine Voraussetzungen für Quereinsteiger, außer perfektes Auftreten und einwandfreies Deutsch
- Abgeschlossene BÖV, Versicherungsagenten und/oder Vermögensberaterprüfung von Vorteil
Benefits
- Umsatzbeteiligung
- Bonifikationszahlungen
- Firmenauto
- Betriebliche Aufstiegsmöglichkeiten
- Perfektes Einschulungsprogramm
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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