Generationenberater BW (m/w/d)
Core
Certified Generation Advisor providing financial and life planning advice to clients across all life stages, from family formation to retirement.
Role type
Sales/Advisory Generation Advisor
Builds
Long-term client relationships and financial planning solutions
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Active listening, explaining complex concepts, solution design, self-motivation, team collaboration
Preferred skills
Experience in insurance or financial sales, secure and approachable demeanor, genuine interest in people
Responsibilities
Advise clients on life phases including family planning and retirement, work independently within a supportive team, build long-term client relationships