Wealth Management Sales Advisor

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

📋 Description

• Provide guidance to clients on minimizing their tax liabilities, building and enhancing their wealth, preparing for retirement, safeguarding their families, and generating additional income.

• Seek out prospective clients and assess their needs.

• Conduct comprehensive wealth assessments for clients.

• Deliver and execute customized solutions created by our team of experts.

• Foster long-term relationships with clients.

• Operate independently and autonomously from a local office.

• Expand your business with the assistance of the back-office team, your assigned advisor, and various professional teams.

⛳️ Requirements

• A minimum of 5 years of professional experience in sales.

• Ideally, prior experience working with individual clients.

• Proven dedication and motivation to achieve success.

• Must reside within the specified geographic area.

• This opportunity is not available to interns or work-study students.

• Status as an independent contractor / freelancer is required.

🏝️ Benefits

• Two weeks of initial training, with optional ongoing training available throughout your career.

• Access to back-office services that manage the legal, administrative, and regulatory aspects of your client files.

• Provision of communication and marketing tools.

• Assignment of a designated advisor.

• Daily support to assist in business growth.

• Opportunity to work from a home office.

• Regular meetings with your designated advisor and other advisors.

• Tailor-made training programs.

• No entry fees or royalty payments required.