Pension Advisor Expert
- תל אביב
- משרה קבועה
- משרה מלאה
- Manages the entire consultation process with the Customers
- Offer a wide range of products and services tailored to the customer's need
- Professional accompaniment of Customers while maintaining Continuous contact with them
- Commit to results, report on progress and Present to the company executive management
- explain complex information to Customers to make them aware of their options and to help them assess the relative merits of different schemes
- At least 1 years portfolio manager versus clients (not Backoffice)
- Valid consultant/pension agent's license
- Full familiarity with the consultation process with customers: Needs Analysis, differentiation between different types of products, Recognition of the types of existing pension plans (savings / crush / individual plans, etc.)
- Taxation in the pension world
- Recognition of the processes and forms - joining, changes, mobility, etc.
- High ability of written and oral expression
- Ability to work in an advanced technological environment
- Service Oriented
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