Berater Altersvorsorge (Quereinstieg möglich) · Festanstellung

Advise private and business clients on pension, savings, and investment solutions, focusing exclusively on 3a/3b, ETF savings plans, and pension 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 and maintaining existing portfolios. Generate recommendations and secure ongoing engagement through structured check-ins. This role offers a full training program covering VBV certification, modern advisory tools, and a clear career path from junior to team lead, with flexible hybrid work arrangements and performance-based incentives.