Financial Products Advisor

📋 Description

• Serve as a knowledgeable and independent point of contact for our clients regarding technical inquiries and advisory processes.

• Initiate contact with warm leads who have shown a clear interest in receiving advice.

• Conduct friendly and open consultations, providing added value to clients through independent guidance.

• Organize appointments along with the preparation and follow-up of advisory meetings.

• Assess individual insurance needs in collaboration with a qualified team, working independently.

• Prepare financial-mathematical analyses that clearly outline and compare insurance costs, both on a commission and fee basis.

• Systematically and sustainably develop and expand your client relationships.

⛳️ Requirements

• Capability to explain complex financial products in a straightforward and clear manner.

• Completed vocational training in the commercial sector of insurance, preferably with a broker.

• Alternatively, possessing the 34d certification (German insurance intermediary qualification) is highly relevant.

• Experience in the financial services sector, preferably in a role as an advisor or consultant.

• Sales experience is essential.

• Ability to work independently with a goal-oriented approach.

• Strong orientation towards sales, service, and customer satisfaction.

🏝️ Benefits

• Leads are provided — there is no need to source contacts from your personal network, and we do not operate as a structured sales network; we ensure the availability of the desired number of prospects.

• Attractive revenue share, encompassing both initial sale commissions and ongoing servicing commissions.

• A welcoming culture and a professional, highly motivated team environment.

• A team characterized by flat hierarchies and young, dynamic colleagues.

• Close support during onboarding, along with regular feedback sessions.

• An environment that allows you to shape your role, with promising career prospects and significant income potential.

• Efficient, digital processes that move away from an outdated sales mentality.