Generationenberater BY (m/w/d)
Core
Advise individuals on financial planning across all life stages, from family formation to retirement, acting as a certified Generation Advisor.
Role type
Sales advisor / Financial planner
Builds
Personalized financial plans and retirement strategies for clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Active listening, explaining complex concepts, solution design, initiative, teamwork
Preferred skills
Experience in insurance or financial sales, interest in people
Technologies
None stated
Responsibilities
Advise clients on life-stage financial planning, work independently within a team, build long-term client relationships