Insurance advisor supporting clients in achieving financial security and well - being. Engaging with clients in Vaud, focusing on human values and proactivity.
VE
Hybrid Advisor – Generational and Succession Planning
Posted 2 months ago
About the role
- Specialist in generational consulting and succession planning at a financial planning center in Paderborn. Consulting private clients on provision and succession topics while developing tailored solutions.
Responsibilities
- Advise our private clients on retirement provision and succession planning in a specialist role
- Develop tailored solutions for our clients in collaboration with the responsible client advisor
- Support market colleagues with cross-selling by identifying signals and passing them on
- Act as the specialist point of contact for generational consulting
- Work closely with internal alliance partners and external network partners to implement clients' wishes and objectives
Requirements
- Completed vocational training in banking or completed training/degree in tax or legal fields
- Market and sales experience
- High level of empathy, strong communication skills and willingness to learn
- Self-organization and ability to work independently
- Proactivity, commitment and team spirit
Benefits
- Equal opportunities and diversity
- Consideration of applicants with severe disabilities given equal suitability
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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