Personal Finance Specialist

Tomáš Plucha · Full-time

Praha, Czech Republic

Do you enjoy working with people and have a passion for sales? Are you interested in the finance sector? Become part of our team and help people secure their financial future. You can join us even without extensive industry experience. Job Responsibilities: Help clients navigate family finances and find optimal solutions for them. We base our approach on clients' real needs and requirements. Create price quotes and calculations for clients. Prepare contracts and documents. Build your own client portfolio. Develop business relationships with new clients and maintain existing ones. Conduct business negotiations, create proposals, and close deals. Requirements: Secondary education with a diploma. Criminal record clearance and debt-free status. Responsibility, attention to detail, and pleasant demeanor. Good communication skills. Excellent communication in Czech language. We Offer: Opportunity to offer a wide range of financial products under one brand. Through our training system, you will gain knowledge of the finance world. Flexibility in organizing your work. Work in the field and in the office. Opportunity to build your own team, using our unique system to advise clients on how to manage their money effectively.