Consultant Finanzen & Vorsorge (Quereinstieg möglich) · Karrierewechsel willkommen

Advise private and business clients on pension, savings, and investment solutions focusing on 3a/3b, ETF savings plans, and pension funds. Analyze client needs, create financial concepts and offers without insurance products, and conduct online or in-person appointments. Manage CRM follow-ups, maintain existing portfolios, and generate recommendations. Quereinsteiger welcomed with experience in sales or service preferred. Flexible working hours and hybrid options available. We offer free VBV training covering all certification costs, modern advisory tools, strong back office support, and a clear career path from junior to team lead. Top performers receive an annual five-star trip.