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Trainee Business Consultant for Financial Solutions

2 months ago

Morro Bay, California, United States Infinity Systems Full time

As a trainee financial advisor, you will have the opportunity to develop your skills in financial services while being part of a dynamic team at Infinity Systems. Our company offers a unique chance to gain experience in the financial industry while being fully supported and secured. We provide an unlimited contract and a monthly fixed income for the first 2 years, as well as an open-ended commission model. In this role, you will work closely with our clients to understand their financial needs and goals, and provide tailored solutions to help them achieve success in their personal and professional plans.

Key Responsibilities:
  • Participate in a 24-month trainee program that includes a 4-month intensive training, resulting in an IHK certificate
  • Develop and maintain relationships with exclusive clients, providing them with financial and insurance solutions
  • Acquire and manage your own customer base, accompanying them through all phases of life
  • Collaborate with a personal mentor to ensure your success and growth in the role
Requirements:
  • Hold a degree in economics or a related field, preferably with a background in the insurance or banking sector
  • Be a motivated and success-oriented individual, driven by challenges and opportunities
  • Enjoy close customer contact and have the ability to explain complex financial concepts in a clear and simple manner
  • Be committed to ongoing personal and professional development