Berater 3a/3b (Teilzeit) · Mentoring & Tools

Advise private and business clients on providence, savings, and investment solutions, focusing exclusively on 3a/3b, ETF savings plans, and providence funds without insurance products. Analyze client needs to create financial concepts and proposals, then conduct online and in-person appointments while managing CRM follow-ups. Maintain client portfolios, generate recommendations, and ensure timely follow-ups. Quereinsteiger are welcome with a preference for sales or service experience. The role offers a full VBV training program covering costs, modern tools, and a clear career path from junior to team lead.