Financial advisor (m/f/d) in Erfurt

Would you like to advise, support - and ultimately close deals?

Then you've come to the right place.

We are looking for a strong sales personality to provide financing advice (with a focus on construction financing) on site.
Someone who confidently guides people through financing decisions, recognizes opportunities - and turns conversations into successful deals.

Why this position is exciting for you

With us, you don't just conduct conversations, you create results.
You are the central point of contact for your customers and accompany them from the initial idea to the signed financing.

Through close cooperation with the local real estate agents, qualified contacts are made on a regular basis. At the same time, you have the freedom to actively build referrals, develop follow-up business and help shape your own pipeline.

In short, you work in an environment where sales are desired, supported and rewarded - fairly, transparently and for the long term.

Your tasks:

• Personal and needs-based advice to customers on all aspects of construction financing
• assistance with the entire financing process - from the initial meeting to disbursement
• preparation of financing offers and comparison of various financing partners
• close cooperation with the associated real estate agents
• Reliable communication with customers, banks and internal contacts

Your profile:

• Completed training as a bank clerk or a comparable qualification (expertise according to §34i GewO)
• Professional experience in construction financing consulting or credit-related sales
• Enjoyment of consulting, customer contact and long-term relationships
• Confident, engaging and communicative demeanor
• Ability to, to explain complex financial topics in an understandable way
• Own initiative, strong closing skills and a good feel for customer needs
• A structured way of working and the ambition to move things forward
• Confident handling of MS Office and relevant IT applications

We offer you:

• Fair fixed salary and uncapped performance-related commission share
• A modern & digital working environment
• Marketable transaction and settlement platforms for an efficient advisory process
• A collegial, appreciative team with short decision-making processes
• Paid gym membership with our partner
• Mobility allowance for public transport
• Provision of a mobile phone contract
• Flexible working time models - part-time or full-time is possible
• "Family-Day" - one Friday off per quarter
• Possibility of mobile working (after training)
• Prospects for further development - both professionally and personally

Your contact person for queries

• Benjamin Jesch
• Email: [email protected]
• Phone: +49 162 - 62 45 74 2
  
  
• To LinkedIn profile

Integrated into the internationally active VON POLL Group, VON POLL FINANCE offers clients highly qualified advice in the areas of financing, insurance and investment. As an institution-independent service provider, we are able to process customer requests on a highly individual basis and develop customized solutions.