Freelance Wealth Management Advisor

This is a fully remote position, open to applicants in France.

📋 Description

• Manage a segment of the 200 to 250 qualified leads generated weekly.

• Conduct company-scheduled appointments to counsel and assist prospects.

• Acquire and apply financial engineering solutions and client pathways.

• Collaborate closely with CIF and IAS specialists to uphold high quality standards.

⛳️ Requirements

• Status as an independent commercial agent.

• A growth-oriented mindset: open to coaching, eager to learn, and dedicated to ongoing self-improvement.

• Integrity and accountability.

• Enthusiasm, approachability, and the capability to establish trust via phone or video calls.

• Results-driven mindset with a passion for tackling challenges.

🏝️ Benefits

• Comprehensive onboarding: A two- to three-week training program conducted alongside a CIF and an IAS to master our tools.

• No cold outreach: Appointments are provided.

• Freedom and flexibility: Work remotely while enjoying continuous structure and support.