Client Advisor

Workplace: Augustów

Your responsibilities

• active client acquisition,
• advising on the best financial solutions tailored to the client's needs,
• achieving sales targets,
• maintaining lasting, good relationships with your Clients,
• building a positive company image

Our requirements

• entrepreneurship,
• good self-organization,
• creativity,
• openness to people and new relationships

Nice to have

• Smile and proactive attitude

What we offer

• a remuneration system that appreciates work performance,
• benefits (sports card, pension program, group insurance, private medical care),
• flexible working hours – you decide how much and at what hours you work,
• a clear and understandable career path,
• mentor support at every stage of your career,
• high independence in action and space for realizing your own ideas.

Benefits

• co-financing of sports activities
• private medical care
• life insurance
• remote work option
• flexible working hours
• pension program

CDF

• We are part of an international group with traditions. In Poland, we cooperate with over 2000 advisors. In our industry, we rank among the top companies, distinguishing ourselves in the market with the quality of customer service.

• Years of operation, experience, and professionalism have resulted in the creation of simple and friendly products. Their wide range, flexible adaptation to the client, well-trained and honest staff allow us not only to maintain but also to strengthen our leading position in the industry.

• Discover these and our other values by joining our team.

By clicking the "Apply" button or otherwise sending a recruitment application, you agree to the processing of your personal data by Ernest Dębiński - CDF Consulting Doradztwo Finansowe with its registered office at: Bereżnica Wyżna 68, 38-610 Bereżnica Wyżna (Employer), as the data controller, for the purpose of conducting recruitment for the position indicated in the advertisement.
Your personal data will be processed on the basis of the following legal grounds: (a) to take action at your request before concluding a contract (e.g., information about expected remuneration and availability to start work); (b) based on our legitimate interest (e.g., name, surname, date of birth, contact details, education, professional qualifications, previous employment history); c) based on your consent, which is expressed by sending application documents containing information such as, for example, image or interests.The provision of all personal data mentioned above is voluntary, while the data mentioned in points a) and b) are necessary to participate in the recruitment. Failure to provide data will result in the inability to consider your application. The provision of other data is voluntary, but may help in conducting the recruitment process efficiently.You have the right to request access to your data (including obtaining a copy thereof), rectification of data, their erasure, restriction of processing, data portability, as well as to object to their processing. You also have the right to lodge a complaint with the President of the Personal Data Protection Office.Your personal data may be transferred to providers of job advertisement publication services, providers of recruitment management systems, IT service providers (hosting), information system providers.The personal data provided by you will not be used for profiling or for making automated decisions.Your personal data will be processed for a period of max. 1 year from the end of the advertisement publication, unless you have given separate consent for the use of your personal data in future recruitments.To exercise your rights or in case of any questions regarding the processing of your personal data, please contact us at: [email protected].