Professional Loan Specialist

il y a 2 semaines


Pau, Nouvelle-Aquitaine, France Prelys Courtage Temps plein

About Prelys Courtage

We are a leading financial services company specializing in real estate loans, loan insurance, credit restructuring, professional loans, and consumer loans. Our network consists of 30 physical agencies and dedicated experts who are former banking professionals.

Our Services

  • Exclusive print and digital communication materials for professional loans
  • Tools and deliverables for professional loans
  • National banking agreements showcasing the strength of our network
  • Training at Prelys Courtage Sales School
  • Long-term individualized support from network managers
  • Access to efficient digital tools
  • A positive work environment guided by our values: compassion, collaboration, and collective success
  • Potential for career growth into a network management position
  • Attractive performance-based compensation

Your Responsibilities

  • Assist business owners and self-employed professionals with wealth management through our Family Office division, Prelys Family
  • Expand the financial services offered by Prelys Courtage
  • Build and maintain relationships with business partners
  • Analyze client needs and provide tailored advice
  • Establish trust with banking partners
  • Handle and present financing applications to banks
  • Ensure top-quality service delivery to clients and partners

Requirements

  • Dynamism, tenacity, and reactivity
  • An entrepreneurial spirit with autonomy
  • Strong sales skills
  • Excellent communication and relationship-building abilities
  • Previous experience as a professional advisor in banking


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