Selbstständiger Finanzberater (m/w/d) mit Branchenwissen
Core
Independent financial advisor providing lifelong, customer-oriented financial planning and wealth management services.
Role type
Independent financial advisor (insurance/banking)
Builds
Financial planning solutions and insurance products for individual clients
Domain
Financial services / Insurance / Banking
Deliverable
client delivery
Required skills
Industry knowledge, sales performance, numerical literacy, driver's license (Class B)
Preferred skills
Leadership potential, coaching readiness
Technologies
Digital advisory tools, comparison software