Tippgeber (m/w/d)
Core
Recommend the company's financial planning services to potential clients who do not yet have a financial advisor.
Role type
Referral agent (financial services)
Builds
Client referrals for a holistic financial planning firm (via careerplan.io/jobs/10001-1003328418-S-tippgeber-mwd-at-pedayi-kani)
Domain
Financial planning / Advisory
Deliverable
client delivery
Required skills
Communication, persuasion, networking
Preferred skills
Interest in finance, willingness to travel
Technologies
None
Responsibilities
Recommend the company to people without a financial advisor, attend exclusive events and travel, participate in introductory meetings.
Seniority
Entry-level, part-time