Conseiller en Gestion de Patrimoine au sein d'un cabinet de conseil, proposant des solutions patrimoniales pour clients particuliers et professionnels. Relation de proximité et grande autonomie dans la gestion de l'activité.
About the role
- Conseiller commercial B to B for sales in southern Clermont-Ferrand and Cantal. Integrate into the team with a focus on client satisfaction and service engagement.
Responsibilities
- As part of the Clermont-Ferrand agency team, our future B2B Sales Advisor will primarily operate in the southern Clermont-Ferrand area and in the Cantal department.
Requirements
- A personality above all who will embody #teamspirit, #servicecommitment and #customersatisfaction
- A true #performer and #ambassador at heart who will achieve top-level targets
- #autonomy and #adaptability in all circumstances — customer relations and B2B sales are part of your DNA...
- Holder of a valid driver's license (category B); commercial training or prior field experience is a plus — what matters to us is the desire to do things well.
Benefits
- A personalized onboarding program to become a true expert in our products and services for clients and prospects.
- Fixed salary + uncapped variable commission
- An attractive professional package including a 5-seat company car, laptop, smartphone, iPad, demonstration equipment and a professional expense card.
- Close/local management
- Working days Monday to Friday
- Additional RTT days (statutory reduction-of-working-time days)
- Meal voucher card
- Profit-sharing bonus
- Works council (CSE)
- A corporate social responsibility (CSR) engagement policy
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Wealth Management Advisor position at Humanis Partners focusing on advising and providing financial solutions. Seeking candidates with expertise in finance and a strong client relationship background.
Wealth Management Advisor providing financial advice and solutions in Chambéry. Focused on client relationships and independent decision - making within a large group structure.
Conseiller en gestion de patrimoine vendant des solutions patrimoniales et immobilières. Autonomie dans la gestion et accompagnement par un grand groupe en France.
Conseiller en Gestion de Patrimoine pour une filiale d'un groupe d'assurances. Mission de conseil et de vente de solutions patrimoniales et immobilières à Chaumont.
Conseiller en Gestion de Patrimoine chez Humanis Partners à Rodez. Vendre des solutions patrimoniales et immobilières tout en développant des relations proches avec les clients.
Wealth Management Advisor providing financial solutions and optimizing wealth for clients in Paris. Close relationships with clients, focusing on financial planning and asset management.
Conseiller en Gestion de Patrimoine pour un cabinet de conseil. Expert dans la vente de solutions patrimoniales et immobilières à des clients particuliers et professionnels.
Conseiller en gestion de patrimoine au sein d'une entreprise spécialisée en fiscalité et succession. Vendre des produits patrimoniaux à des clients particuliers et professionnels.
Conseiller stratégique, communication corporative chez Pharmascience. Développer des stratégies pour engager les employés et renforcer la visibilité de l’entreprise.