Invertas GmbH

• Personal, knowledgeable and independent point of contact for clients on technical questions and advisory processes. • Establish contact with warm leads who have expressed clear interest in receiving advice. • Conduct open, approachable consultations and generate added value for clients through independent advice. • Coordinate appointments and handle the preparation and follow-up of advisory meetings. • Assess individual insurance needs in collaboration with a qualified team, while operating independently. • Prepare financial-mathematical analyses that transparently reveal and compare the costs of insurance products from both a commission-based and a fee-based perspective. • Systematic and sustainable development and expansion of your client relationships.