Privatkundenberater (Homeoffice möglich) · Mentoring & Tools

Advise private and business clients on providence, savings, and investment solutions such as 3a/3b plans, ETF savings plans, and providence funds. Analyze client needs, create financial concepts and offers without insurance products, and conduct online or in-person appointments. Maintain client portfolios, generate recommendations, and secure follow-ups while managing CRM data. Complete pre-appointment tasks and post-appointment processing. Quereinsteiger are welcome with a focus on self-reliance and reliable term/CRM management. The company offers free VBV training, modern tools, strong back office support, and a clear career path from Junior to Team Lead.