Wealth Management Sales Consultant

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

📋 Description

• Provide guidance to clients on minimizing their tax liabilities

• Assist clients in building and expanding their wealth

• Aid clients in preparing for their retirement

• Help clients secure financial protection for their families

• Support clients in establishing additional income streams

• Identify and pursue new client prospects while assessing their needs

• Conduct comprehensive wealth assessments for clients

• Present and implement customized solutions crafted by our experts

• Foster long-term relationships with clients

• Operate independently from a local office, backed by a dedicated advisor and our teams

⛳️ Requirements

• Minimum of 5 years of professional sales experience

• Preferably, experience working directly with individual clients

• Proven dedication and motivation to achieve success

• Must reside within the designated geographic area

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

• Must possess independent or freelance status

🏝️ Benefits

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

• Back-office support managing the legal, administrative, and regulatory aspects of client files

• Access to communication and marketing tools

• A designated advisor for guidance

• Daily assistance in growing your business

• Remote work arrangements, with regular meetings with your designated advisor and other advisors

• Customized training programs

• Annual commissions ranging from €50,000 to €200,000