大手金融機関で資産運用アドバイザー
ヒューマンリソシア株式会社
- 職場内禁煙
- 残業月20時間以内
- 研修あり
- 賞与・ボーナスあり
- 社会保険完備
- 昇給あり
- 18時までに退社可
- 交通費支給
- 退職金制度あり
- 未経験OK
- 週休2日制
- AT限定OK
- 休憩室あり
- ロッカーあり
勤務時間08時50分～17時10分 / 月火水木金 / 土曜出勤：隔週
仕事内容大手金融機関で資産運用アドバイザーをお願いします。 担当エリアに電話をかけアポイントを取り、社用車で訪問、お客様の資産運用・管理ニーズに対するライフプランや資産状況に応じたアドバイスを行っていただきます。 1日に最大3件程度（1～3時間ほどお客様宅在住）の商談を行います。 基本新規開拓はありません！派遣期間中はベテラン社員との同行訪問がメインです。 ●投資信託・保険紹介・各種預金等の販売 ●満期のご案内や増額のお願い ●相続・遺言関連・不動産・住宅ローンの情報収集 ●提案用資料の作成 ●日報・月報作成 ●顧客情報の履歴データ入力 【会社の主力商品・サービス】 大手金融機関 【残業】 15
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