You will provide comprehensive financial and insurance consulting to existing and new customers based on their banking data. Additionally, you will contribute to the optimization of data-based needs analysis to integrate banking and insurance services.
You will lead, coach, and develop a team of 6 to 9 consultants to provide high-quality, sustainable financial advice to customers. Additionally, you will drive team culture, optimize sales processes, and act as a bridge between management and your team to ensure strategic goals are met.
