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-organized appointments to advise and assist prospects.

• Master and implement financial engineering solutions along with customer journeys.

• Collaborate closely with CIF and IAS experts to maintain a high standard of quality.

⛳️ Requirements

• Must have independent commercial agent status.

• Should be coachable, eager to learn, and dedicated to ongoing self-improvement.

• Display honesty and accountability.

• Fulfill commitments, take responsibility for errors, and actively seek solutions.

• Maintain a positive and warm demeanor, with the capability to establish an immediate trust-based relationship via phone or video call.

• Strong results orientation coupled with a passion for overcoming challenges.

🏝️ Benefits

• A two- to three-week onboarding program conducted in collaboration with a CIF and an IAS to master our tools.

• Appointments are provided, eliminating the need for cold calling.

• Opportunity for remote work.

• Continuous structure and support offered.