Financial Advisor - Mazon, IL, United States - BlueWave Solutions

BlueWave Solutions
BlueWave Solutions
Verified Company
Mazon, IL, United States

1 week ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description
Join the strong team at FORMAXX in Mazon, IL to reach your goals.


As one of the first financial service providers, we consistently apply the DIN standard 77230 "Basic Financial Analysis for Private Households" at over 35 locations nationwide.

The subsequent FORMAXX consulting and product selection process is transparent, understandable, and reliable. Our approach consistently meets consumer protection criteria and ensures that our clients can feel secure.


What convinces us:
For the eighth time in a row, we have been named "Customer Favorite" by FOCUS Money.

In addition, we are proud to be recognized as a "TOP Employer" and "OPEN Company" on Kununu Become part of the FORMAXX team.


Responsibilities:

  • As an independent financial advisor, you will provide holistic advice to your clients on all financial matters. You will have access to over 200 product partners from all areas, including real estate and photovoltaics.
  • During your comprehensive and personal onboarding, we will guide you and support you in building your own client network. Here, you will also receive certification according to DIN 77230.

Qualifications:

  • Successfully completed training as a bank clerk, insurance clerk, or specialist advisor for financial services, or a degree in economics
  • Previous experience in sales or customer consulting
  • High customer orientation and affinity for sales and communication. Additionally, you have a convincing and friendly demeanor.
  • Desire for a career and challenges

Benefits:

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