Aktiver Kundenservice
Core
Independent financial advisor providing tailored insurance, wealth management, and retirement planning solutions to private and business customers.
Role type
Financial advisor (insurance and wealth management)
Builds
Customized financial and insurance concepts and proposals
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Insurance and finance qualification, sales or customer advisory experience, structured work style, digital affinity
Preferred skills
Experience in sales or customer advisory