Versicherungskaufmann/-frau (m/w/d) – Einstieg in die Finanz- und Immobilienberatung.
Core
Holistic financial and real estate investment strategy consulting for private clients, focusing on wealth building and asset allocation.
Role type
Financial and real estate investment advisor
Builds
Individual financial and real estate investment strategies for private clients
Domain
Financial services / Real estate investment
Required skills
Client needs analysis, Financial situation assessment, Complex topic explanation, Long-term relationship building, Consultation and sales experience, Understanding of wealth management
Preferred skills
Real estate investment knowledge, Financing solutions expertise, Strategic planning, Entrepreneurial mindset, Structured work approach
Technologies
Financial planning tools, Real estate investment platforms, CRM systems
Responsibilities
Advise private clients on financial goals and wealth building, Analyze personal and financial situations, Develop individual investment strategies, Present real estate investment opportunities, Coordinate financing solutions, Build and maintain long-term client relationships
Seniority
Entry-level to Mid-level, career transition role