Financial Planner assisting clients with AI-driven financial planning services. Team-based role in investment, insurance, and financing consulting in Austria.
Responsibilities
Betreuung unserer bestehenden Kund:innen
Beratung unserer Neukund:innen
Fachgebiet umfasst Investment, Versicherung, Immobilien und Finanzierungsberatung
Requirements
Vertriebserfahrung, idealerweise in der Finanzdienstleistungsbranche, dies ist aber keine Voraussetzung
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