Quereinsteiger Finanzberatung (m/w/d)
HybridRegensburg, Bavaria, Germany
EXPIREDRegensburg, Bavaria, GermanyHybridContract
Contract
Job Summary
Conduct customer service, prepare for consultations, develop strategies, and handle administrative tasks including data entry and analysis. Create individual investment concepts for private households and small businesses across risk protection, pension planning, and capital allocation. Work independently with flexible scheduling and remote options, supported by ongoing training in the financial sector. Join a team of over 20,000 clients in Regensburg and Bavaria, where you can pursue a career path as a leader or specialist.
Required Qualifications
- Abgeschlossene Berufsausbildung oder Studium, vorzugsweise im kaufmännischen Bereich
- Ausgeprägte Kommunikationsfähigkeiten
- Freude am Umgang mit Menschen
- Bereitschaft zur kontinuierlichen Weiterbildung im Finanzsektor
- Hohe Eigenmotivation
- Zielorientierung
- Grundlegende Kenntnisse im Umgang mit digitalen Tools und Anwendungen
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