Financial Advisor

Full Time

Job description

SCOPE OF RESPONSIBILITIES: comprehensive customer service in the scope of financial planning and ongoing management of agreements, analysis of customers' needs and selection of the best financial solutions (loans, insurance, investments, savings programs), intermediation in concluding agreements with financial institutions based on offers from the entire market, active building and maintaining relationships with customers, based on trust and professional advisory services, participation in industry training and developing knowledge in the scope of …

Required skills

customer service analysis insurance financial planning loans trust market agreements investments financial institutions financial solutions industry training savings programs professional advisory services

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