Vermögensberater/-in
Freelance / independent contractor
Core
Independent financial advisor analyzing client situations and developing individual solutions for insurance, retirement planning, asset building, and financing.
Role type
Independent financial advisor (self-employed)
Builds
Insurance policies, investment products, building savings contracts, and real estate financing solutions
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, network building, product knowledge, sales, mentoring
Preferred skills
Sales experience, customer service experience
Technologies
Customer management software
Responsibilities
Analyze client financial situations, develop individual financial solutions, acquire new clients through networking and referrals, build and lead a team of advisors, process insurance claims
Seniority
Entry-level, self-employed