Private Advisor at LF Jämtland

The position involves providing personal financial advice in a professional and pedagogical manner. The role includes nurturing and developing our existing customer relationships as well as proactively reaching out to new ones.

Through collaboration with competent and friendly colleagues, you help customers achieve financial security through both banking and insurance. You actively work to create good relationships with our current and future customers in both physical and digital meetings. You have the opportunity to offer comprehensive solutions for your customers, whether it concerns mortgages, savings, security, or pensions, which also requires you to work needs-oriented as all our customers are unique. We are a bank that is constantly at the forefront, which requires you to thrive in a changing environment and easily adapt to new technology that you use in customer meetings.

In the role of Private Advisor, you need to have a good understanding and engagement for the customer's situation. We prefer that you have experience in banking and insurance and preferably a Swedsec license in mortgages and/or advisory. It is an advantage if you have an economic education at the university or post-secondary level.

As a person, we are looking for someone who:

• Has good social skills and is trustworthy, able to convey information clearly and pedagogically to our customers both verbally and in writing.
• Can independently plan and organize your tasks.
• Sees challenges as an opportunity to develop, is curious, outgoing, and shares your knowledge. Has a desire to achieve results and is proactive with a genuine interest in simplifying and improving work methods and processes.
• Has the ability to collaborate and build good relationships with customers as well as colleagues. You will also be part of a successful collaboration between banking, insurance, and real estate brokerage. When we work together, we utilize our comprehensive offerings, create more business, and it becomes much more enjoyable.