Altersvorsorgeberater (m/w/d) – Den Ruhestand sicher planen
Core
Help Baby Boomers plan their retirement transition, addressing pension gaps and payout plans using solutions from over 250 partner companies.
Role type
Retirement planning financial advisor
Builds
Retirement security plans and payout strategies for clients
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Client relationship building, explaining complex topics, retirement planning expertise
Preferred skills
Experience in pension or insurance
Technologies
N/A
Responsibilities
Conduct client consultations on retirement planning, explain complex financial topics, build trust with clients
Seniority
Entry-level to Junior