Financial advisor - Linden, CA, United States - Terra

Terra
Terra
Verified Company
Linden, CA, United States

1 week ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description
Frieling Finanz & Viebrockhaus - a very special, long-standing partnership between two traditional, family-run companies that you can rely on

As an independent financial service provider, Frieling Finanz offers individual building financing with top conditions thanks to decades of cooperation with banks, building societies and insurance companies.

We not only guide our customers through the financing jungle, but are personally there for them from the initial consultation, through the application process and disbursement, until the end of the financing.

Whether it's construction, purchase or modernization: Together, we consistently realize our customers' dreams at the best conditions.

To strengthen our friendly and goal-oriented team at our locations in Hirschberg, Kaarst and Bad Fallingbostel, we are currently looking for dedicated
financial advisors.


RESPONSIBILITY - in the service of the customer:

  • Individual consultation of Viebrockhaus prospects
  • Creating personal financing concepts
  • Support for prospects throughout the application process
  • Compilation of all relevant documents
  • Giving presentations at events
  • Utilizing all available funding options
  • After contract signing, handing over to our back office for further support during the disbursement phase

REQUIREMENTS - in line with the job profile:

  • Acquisition and success orientation are in your blood
  • Excellent communication skills
  • Confident demeanor
  • Ability to work independently
  • Good rhetorical skills
  • High motivation and commitment
  • Knowledge of the industry would be desirable (but
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