Insurance Counselor providing education and guidance on health insurance to patients at DaVita clinics. Focusing on Medicare options and resolving patient issues with insurance.
About the role
- Customer advisor developing financing solutions for residential dreams in a cooperative bank. Supporting clients and expanding financing strategies in collaboration with partners.
Responsibilities
- Develop financing solutions for our clients to help them realize their homeownership dreams
- Support our client advisors in branches in the area of residential financing
- Build and continuously expand residential financing offerings in line with our business strategy
- Perform comprehensive analysis and assessment of residential construction and renovation projects in close cooperation with other specialist departments
- Work closely with our sales partners
- Analyze and implement cross‑selling activities
Requirements
- Commercial/business training with further qualifications in finance and, ideally, in the real estate sector
- Experience as a customer advisor with a focus on residential financing
- Enthusiasm for residential financing and a commitment to ongoing professional development to stay current with developments and trends
- Analytical approach and experience in the structured development of financing solutions
- Entrepreneurial mindset and strategic, networked thinking
- Strong customer orientation, excellent communication skills and negotiation ability
Benefits
- Informal, first‑name culture
- Extensive training opportunities through our Volksbank Academy
- Practical, hands‑on career entry through our mentoring program
- Individual professional development opportunities and career prospects
- Regular team events and workplace health and wellness programs
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