Hybrid Online Advisor, Retirement & Wealth

Posted 3 weeks ago

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About the role

  • Online-Berater:in bei Allnova, einer neuen Generation der Finanzberatung. Berate Kunden online in Versicherungen und Finanzen mit einem dynamischen Team.

Responsibilities

  • Build and manage your own client base
  • Advise clients on retirement planning, property/casualty insurance, financial matters, and sustainability
  • Develop tailored solution concepts
  • Contribute to the ongoing development of our innovative advisory approach

Requirements

  • Completed VBV training or experience in the insurance/financial sector is a plus
  • High degree of self-motivation and goal orientation
  • Enthusiasm for digital solutions and entrepreneurial thinking
  • Outgoing personality, resilience, and a touch of sales talent

Benefits

  • Dedicated lead channels
  • Innovative app and digital advisory tools
  • Attractive compensation model
  • A young, supportive team with an open feedback culture
  • Room for growth, development, and new ideas

Job title

Online Advisor, Retirement & Wealth

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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