Asset Specialist - Hartsdale, NY, United States - Sapphire Technologies

Sapphire Technologies
Sapphire Technologies
Verified Company
Hartsdale, NY, United States

2 weeks ago

James Miller

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James Miller

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Freelance
Description

Your responsibilities:

  • You develop tailored solutions for wealth building based on the individual life and financial situation of the client
  • This is ensured through a holistic, personal, and comprehensive customer care approach
  • Your active acquisition leads to gaining new customers and providing them with intensive support
  • You consistently implement strategic sales processes according to defined standards
  • The basis for this is the distribution of bundled products with a focus on investment funds, insurance, and real estate brokerage

Your qualifications:

  • You are personable, a communication talent, and passionate about sales
  • You are a sales professional, able to inspire people and have a sense for the wishes and needs of your customers
  • Your foundation is a training as a bank clerk (m/f/d) and first experiences in customer consulting
  • You can work independently and take responsibility, contributing to the success of the team
  • In the digital age, you have a corresponding affinity for using consulting programs

We offer:

  • Collective remuneration
  • Collective special payments
  • Company pension plan
  • 30 days of vacation plus two days off on December 24th and 31st, as well as additional special leave days
  • 39hour work week
  • Modern workspaces
  • Familiar atmosphere and a strong culture of using "du" (informal "you")
  • Flat hierarchies and a lot of room for creativity
  • Possibility to work remotely
  • Employee events (e.g. Christmas party, afterwork
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