Generationenberater NORD (m/w/d)
Core
Advise clients on all life phases from family planning to retirement planning.
Role type
Independent financial advisor (retirement planning)
Builds
Long-term client relationships and retirement solutions
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
Active listening, explaining complex relationships, solution design, initiative, team spirit
Preferred skills
Experience in insurance or financial sales
Technologies
None stated
Responsibilities
Advise clients on family planning and retirement planning, work independently within a team, build long-term client relationships