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Daniel PertschiPosted 23 months ago
EXPIRED

Quereinsteiger als selbstständiger Finanzberater (m/w/d) in Vollzeit

RemoteGermany

ContractSmall

Job Summary

Conduct individual financial planning for clients by analyzing their financial situations and developing tailored solutions for long-term security and growth. Serve as the central contact for all financial matters, managing wealth planning, insurance, and pension topics using a broad portfolio of products to provide independent recommendations. Build and maintain a client base through active networking while nurturing existing relationships with high levels of trust and reliability. Deliver strategic, person-centered advice that combines professional expertise with a genuine commitment to helping clients shape their personal and financial futures.

Required Qualifications

  • sauberes polizeiliches Führungszeugnis
  • einwandfreie Schufa-Auskunft

Desired Qualifications

  • Erfahrung aus anderen Bereichen wie dem Vertrieb, der Kundenberatung oder dem Immobiliensektor

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