Sales Consultant

Company Description Kunden Broker is a professional brokerage firm with over 20 years of experience helping clients build long-term financial stability and security. The company focuses on personalized solutions, a strong long-term vision, and a deep understanding of clients’ needs in financial planning and risk management. Kunden Broker operates with integrity and transparency, aiming to exceed expectations through tailored, client-centric services. The team is committed to delivering innovative approaches that simplify complex financial decisions and empower clients to reach their goals. The company actively shares industry insights and opportunities, encouraging clients and partners to engage and grow together.

Role Description The Sales Consultant role at Kunden Broker is a part-time position based in Cluj-Napoca with a hybrid work arrangement, combining on-site client meetings and office collaboration with some work-from-home flexibility. Day-to-day responsibilities include consulting with prospective and existing clients to understand their financial needs, presenting brokerage solutions, and supporting them in choosing appropriate products and services. The Sales Consultant will follow up on leads, maintain accurate records of client interactions, and contribute to sales strategies that improve customer satisfaction and retention. The role involves collaborating with colleagues to refine consulting approaches, staying informed about industry trends, and ensuring that all interactions reflect Kunden Broker’s standards of integrity and service quality.

Qualifications

• Candidates should possess strong Sales Consulting skills and a proven ability to identify client needs and recommend appropriate solutions.
• Candidates should possess Consulting and Customer Service skills to deliver personalized support and build long-term client relationships.
• Candidates should possess Customer Satisfaction skills, focusing on follow-up, feedback, and continuous improvement of the client experience.
• Candidates should possess excellent Communication skills, both verbal and written, to present complex financial concepts clearly and confidently.
• Relevant experience in brokerage, financial services, or insurance consulting is beneficial.
• Ability to work effectively in a hybrid environment, manage time independently, and adapt to changing client needs.
• Comfort with using CRM tools and basic office software to track interactions and prepare client documentation.
• Professional fluency in English and Romanian is an advantage; additional languages are a plus.