Generationenberater OST (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
Certified Generation Advisor (Financial Planning)
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, client relationship management, initiative
Preferred skills
Experience in insurance or financial sales, strong interpersonal skills, team collaboration
Technologies
Modern sales support tools
Responsibilities
Advise clients on financial planning across life stages, work independently within a team, build long-term client relationships