עדיין מחפשים עבודה במנועי חיפוש? הגיע הזמן להשתדרג!

במקום לעבור לבד על אלפי מודעות, Jobify מנתחת את קורות החיים שלך ומציגה לך רק משרות שבאמת מתאימות לך.

מעל 80,000 משרות • 4,000 חדשות ביום
חינם. בלי פרסומות. בלי אותיות קטנות.

Pension Consultant

ONE ZERO BANK

תל אביב - יפו

Pension Consultant

ONE ZERO BANK

תל אביב - יפו
9,000-15,000 ₪ (הערכה מבוססת AI)
זוהי הערכת טווח שכר מבוססת AI ולא פרסום של המעסיק

We are looking for a Pension Advisor Expert, who is a team player and passionate about building great products, to join our Pension team.

As a member of the team, who should have an extensive understanding of pension advisory operation life-cycle and regulations for domestic pension plans

Your Day -to -Day:

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

Requirements:

At least 1 years portfolio manager versus clients (not Back office)
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