Wealth Management Sales Adviser

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

📋 Description

• Identify potential clients and assess their needs

• Create personalized financial and wealth evaluations

• Present and execute customized solutions crafted by our specialists

• Establish enduring relationships with your clients

• Assist clients with tax reduction strategies, wealth creation and growth, retirement planning, family protection, and developing additional income streams

• Operate independently and autonomously from a local office

⛳️ Requirements

• This position is not available for interns or work-study apprentices

• Candidates must reside within the designated geographical area

• A minimum of 5 years of professional experience in sales is required

• Experience in serving individual clients is preferred

• A proven dedication to achieving success is essential

• Must have independent contractor or freelance status

🏝️ Benefits

• Two weeks of comprehensive initial training, along with optional training opportunities throughout your career

• Back-office assistance managing the legal, administrative, and regulatory components of your client files

• Access to communication and marketing resources

• A dedicated adviser who acts as your primary point of contact

• Daily support aimed at helping you grow your business

• Opportunity to work from home, with regular meetings with your dedicated adviser and other advisers

• Customized training programs

• No entry fees or royalties required