Consultant - Kundenservice (m/w/d)
Remote
Core
Build your own client base and develop tailored financial strategies for individuals and businesses.
Role type
Independent financial consultant (self-employed)
Builds
Customized financial plans and insurance solutions
Domain
Financial advisory and insurance
Deliverable
client delivery
Required skills
Financial analysis, strategic planning, client acquisition, solution development, long-term relationship management
Preferred skills
Economic interest, self-confidence, independence, motivation for entrepreneurial career
Technologies
None stated
Responsibilities
Proactively build a client portfolio, analyze financial situations and goals, develop and present tailored financial strategies, provide long-term advisory support
Seniority
Entry-level to Senior, self-employed