Client Advisor

Your responsibilities

• Active acquisition of individual and corporate clients
• Conducting meetings and conversations with clients and building long-term relationships
• Analyzing client needs and offering tailored solutions
• Developing and professionally servicing your own client portfolio

Our requirements

• Minimum secondary education
• Entrepreneurship and commitment to achieving goals
• Communication skills and focus on development
• Readiness to cooperate based on a B2B contract
• Ethical and responsible approach to the client

• Experience in sales or client service

We offer

• Mobile application for lead management
• A package of leads to start for beginner Advisors
• Onboarding platform with complete training and implementation materials
• Full support from the Manager and onboarding into the role
• AI tools supporting quick access to product information and General Terms and Conditions without the need to browse multiple materials
• Digital Advisor office – online business card and personal branding building
• Numerous inspiring events organized for Advisors, which include valuable training

Benefits

• Subsidized sports activities
• Private medical care
• Referral program for Advisors (bonus up to PLN 4000)
• Flexible working hours
• Fuel card
• Sales contests with foreign trips
• Pension program

Recruitment stages

• Choose your desired location and apply
• The Team Manager will call you and invite you for a meeting
• 1st meeting (online/at the Branch) - we will tell you more about the role
• 2nd meeting - you will learn the details of the cooperation
• Decision and start!

Products we offer:

• Life and health insurance
• Property insurance: Home and apartment insurance
• Travel insurance (Poland and worldwide)
• Group life insurance
• Retirement and investment
• And many other practical and innovative products: Mental health insurance, Disease diagnostics, Insurance for illness requiring surgery, Cancer insurance.

At Nationale-Nederlanden, we use modern sales and service tools.

We operate as today's world demands – quickly, digitally, and in a paperless spirit.

We offer our Clients the possibility of remote sales of our products.