Financial Expert

Place of work: Śrem

Your responsibilities

• Analysis of the Client's financial situation and matching the best offer
• Preparation of documents required to submit the application
• Client support throughout the entire process, from application submission to loan disbursement
• Presentation of solutions for the Client's future financial and insurance needs

Our requirements

• Higher education, or in the course of studies
• Sales experience, with a focus on banking products in the area of mortgage, cash, and corporate loans
• Familiarity with insurance products
• High motivation in achieving set goals

What we offer

• Space for professional development in a company that has been shaping the financial intermediation industry for 20 years
• Access to a wide range of mortgage, cash, corporate, and insurance products
• Support from qualified departments, ensuring smooth sales processes
• Cooperation with key developers and real estate partners in Poland
• Innovative and proprietary sales tools, such as 4NOTUS, Multiwniosek, success application 4SAFTY
• Support from the Contact Center department in acquiring Clients
• A virtual assistant supporting the Experts' activities
• A very attractive remuneration system and timely payments
• A simple and clear CRM system enabling efficient client management and sales process
• Support from qualified management staff at every stage of development
• Flexible working hours
• A training platform where you can conveniently enhance your competencies
• Work tools such as a laptop, phone
• Comfortable and fully equipped offices
• A benefits package including, among others, private medical care, group life insurance, a sports card

Benefits

• private medical care
• life insurance
• coffee / tea
• drinks
• Multisport card
• sales competitions

NOTUS FINANSE S.A.

NOTUS Finanse S.A. is one of the largest and highest-rated financial intermediation companies in Poland.

We are a trusted partner for clients and a stable support for Financial Experts and business partners.

For 20 years, we have been supporting clients in choosing the best offer from a wide range of financial and insurance products.

We have proprietary solutions to improve service, experienced managers, and trainers. All of this translates into company growth and the success of our employees.

In recent years, we have received many awards and distinctions, and we have undertaken a number of initiatives to create working conditions that have been appreciated by our employees.

We provide the same conditions to our network of partner branches, so that running a business together is friendly, effective, and satisfying.

This is evidenced by awards received, including Friendly Employer 2020 – a distinction awarded by PFR for engagement and creating a friendly work environment, or even Poland's Best Employers 2021, 300 Best Polish Employers, Forbes and Statista - a distinction for taking 9th place in the ranking in the Banks and Financial Services category.

Join Us!

All information about the processing of personal data in this recruitment can be found in the application form, after clicking the "Apply Now" button.