Career changer - Elma, WA, United States - Skyline Solutions

Skyline Solutions
Skyline Solutions
Verified Company
Elma, WA, United States

1 week ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description
Help people find good solutions in Elma, WA

There are not many professions where you have the opportunity to directly help other people. Social professions belong to this category, as well as doctors or tax advisors. And also the profession of a financial advisor. But what do clients thank them for?


For being able to move into their own home one day, because a financial advisor recommended an early conclusion of a building society contract and arranged a favorable financing for the purchase of the property.


For being able to retire without any loss in quality of life at the age of 60 or 63, because a financial advisor recommended building a private retirement plan at a young age.

For being able to provide their children with a better education through annual cost/income analysis.

This list could go on endlessly.


Your current profession has nothing to do with this? - No problem - Many of our successful customer advisors have previously worked in a completely different industry.

What matters to us is not your resume, but your willingness to learn new things.

Responsibilities

  • You actively build relationships with clients and maintain them sustainably.
  • You capture and analyze the necessary income/expenses of your clients.
  • You always keep the financial goals in mind in your work.
  • You follow developments in the industry and enjoy constantly developing yourself.
Qualifications

  • You are communicative and enjoy contact and interaction with people.
  • You are ambitious and have a high focus on finding solutions.
  • You want to learn entrepreneurial thinking and acting.
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