Financial Consulting (m/w/d), HORBACH Finanzplanung für Akademiker
Freelance / independent contractor
Core
Building an independent client base to provide personalized financial planning and insurance solutions for academics.
Role type
Independent financial consultant (insurance and finance)
Builds
Personalized financial plans and insurance coverage
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Financial planning, insurance sales, client acquisition, empathy, goal orientation
Preferred skills
Digital tools usage, self-management
Technologies
Digital advisory tools