Client Advisor / Customer Care in Sales Office (m/f)

Place of work: Gdańsk

Your responsibilities

• Meetings with Clients aimed at conducting a financial analysis of the Client;
• Customer service in accordance with adopted standards;
• Providing individual clients and employees of small and medium-sized enterprises and corporations with comprehensive and professional service in accordance with procedures;
• Sales of financial and insurance products, including e.g. loans, property insurance, investments, etc.
• Achievement of volume and quality plans;
• Continuous updating and deepening of knowledge in the field of finance.

Our requirements

• We are looking for candidates:
• With at least secondary education;
• With experience in building client relationships;
• With high personal culture and developed interpersonal skills;
• Who fulfill tasks on time;
• Goal-oriented.

We offer

• Attractive remuneration dependent on the level of goal achievement (starting salary + high commissions);
• Work in a team of professionals in a company with a stable market position with a very experienced Manager;
• A professional training system for onboarding and developing skills during employment;
• Great atmosphere, contests with attractive prizes, integration trips.

Benefits

• subsidies for sports activities
• private medical care
• subsidies for training and courses
• life insurance
• remote work possibility
• flexible working hours
• discounts on company products and services
• integration meetings
• pension program
• membership in private clubs
• possibility of obtaining qualifications
• charitable initiatives

Trading and Service Company

We have been present on the market for over 20 years. Currently, we are one of the largest and most dynamically operating financial intermediation companies in Poland. We have over 45 branches, more than 1000 specialists, and the widest product offer. Our mission is to ensure a sense of security and peace for our clients. We cooperate with individual clients and companies, focusing on long-term relationships.

GDPR
The administrator of personal data, depending on the region to which the application applies, is:- Pomeranian Voivodeship: Kamil Jaszczak, ul. Kameralna 10C, 81-549 Gdynia, NIP 9471928901- Łódź Voivodeship: Damian Tepowski, ul. Energetyków 6, 93-586 Łódź, NIP 7712861618- Mazovian Voivodeship: MINT CONSULTING MARCIN MIEŃKOWSKI, UL. JANA III SOBIESKIEGO 159, PL-02-957, WARSAW, NIP: 2910130657- West Pomeranian Voivodeship: Marek Drobiazgiewicz, Bogumiły 12 lok. 4, 70-395 Szczecin, NIP: 8522540426- Lubusz, Lower Silesian, Opole Voivodeships: EDWIN GLINKOWSKI Glinkowski.Finanse., Siemowo 4263-800 Siemowo, NIP: 6961743188- Greater Poland Voivodeship: JAKUB MATWIEJEW "JM IDEAS", ul. Wojskowa 7, 60-792 Poznań NIP: 5422745446- Subcarpathian Voivodeship: BIURO KOSULTINGOWE ALLFINANZ CELINA PRZYBYŁA, ul. Niepodległości 44, 38-400 Krosno, NIP 6871330821- Lesser Poland Voivodeship: Marcin Seweryn Usługi Finansowe, ul. Grzegórzecka 102 lok. 59, 31-559 Kraków, NIP: 6783125429- Warmian-Masurian Voivodeship: PRZEDSIĘBIORSTWO HANDLOWO USŁUGOWE WIOLETTA CIECIERSKA, ul. Zientary Malewskiej 59/33, 10-310 Olsztyn, NIP 7421376315- Silesian Voivodeship: COMPACTA CONSULTING PIOTR PIETRZOK, ul. Sobocińskiego 24, 40-687 Katowice, NIP: 6342765275Based on the provisions of the law, we process personal data for the purpose of carrying out activities necessary for the recruitment process, including verifying competences and establishing cooperation directly with the data administrator or with another entity through the administrator. Providing data is voluntary, but necessary to conduct the process required to establish cooperation. Personal data will be processed for the period necessary to carry out the selection process of an entity to undertake cooperation. We may transfer personal data to entities that provide us with services necessary for the performance of the contract, as well as – with the candidate's consent – to third parties who will be interested in establishing direct cooperation in the scope of tasks indicated in the advertisement. The person whose data we process has the right to: access data, rectify data, withdraw consent for processing, restrict processing, request deletion of their data, object to further processing of data. Withdrawal of consent for processing does not affect the lawfulness of data processing by us before such consent was withdrawn. The person who provides us with their data has the right to lodge a complaint with the President of the Personal Data Protection Office.Please direct questions regarding our processing of personal data to the following e-mail address: - Pomeranian Voivodeship: [email protected] Łódź Voivodeship: [email protected] Mazovian Voivodeship: [email protected] West Pomeranian Voivodeship: [email protected] Lubusz, Lower Silesian, Opole Voivodeships: [email protected] Greater Poland Voivodeship: [email protected] Subcarpathian Voivodeship: [email protected] Lesser Poland Voivodeship: [email protected] Warmian-Masurian Voivodeship: [email protected] Silesian Voivodeship: [email protected]