Financial Products Advisor

Location

Europe

Posted

177 days ago

Salary

0

Seniority

Senior

Professional CertificateExperience acceptedGerman

Job Description

Financial Products Advisor

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.

Job Requirements

  • Ability to explain complex financial products in a clear and understandable way.
  • Completed commercial training in the insurance sector, ideally with a broker.
  • Alternatively, possession of the 34d certification (insurance intermediary license) is highly relevant.
  • Experience in the financial services industry, ideally as an advisor or consultant.
  • Sales experience is required.
  • Independent, goal-oriented working style.
  • Strong sales, service and customer orientation.

Benefits

  • Leads provided: you do not need to solicit your personal network, and we are not a network-marketing structure — we supply the number of interested prospects you require.
  • High revenue sharing, applicable to both closing commissions and ongoing/servicing commissions.
  • A strong welcome culture and a professional, highly motivated team.
  • A team with flat hierarchies and young, dynamic colleagues.
  • Close support during onboarding with regular feedback sessions.
  • An environment offering scope to shape your role, career prospects and high earning potential; fast, digital processes that are far removed from 1980s sales mentalities.

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