Client Advisor

Workplace: Kielce

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 rewards work performance,
• benefits (sports card, pension program, group insurance, private medical care),
• flexible working hours - you decide how much and when you work,
• a clear and understandable career path,
• mentor support at every stage of your career,
• a high degree of autonomy and space to implement your own ideas.

Benefits

• co-financing of sports activities
• private medical care
• life insurance
• remote work possibility
• 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 are among the top best companies, distinguishing ourselves on 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 other values by joining our team.

By clicking the "Apply" button or by sending a recruitment application in any other way, you agree to the processing of your personal data by Ernest Dębiński - CDF Consulting Doradztwo Finansowe with its registered office in: Bereżnica Wyżna 68, 38-610 Bereżnica Wyżna (Employer), as the data controller, for the purpose of conducting recruitment for the position indicated in the announcement.
Your personal data will be processed based on the following legal grounds: (a) to take action at your request before entering into 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.Providing all personal data mentioned above is voluntary, while the data listed in points a) and b) is necessary to participate in the recruitment process. Failure to provide data will result in the inability to consider your application. Providing the remaining data is voluntary but may help in the efficient conduct of the recruitment process.You have the right to request access to your data (including obtaining a copy), rectification of data, its erasure, restriction of processing, portability, as well as to object to its 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, recruitment management system providers, IT service providers (hosting), information system providers.The personal data you provide will not be used for profiling or automated decision-making.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 if you have any questions regarding the processing of your personal data, please contact us at: [email protected].