Vorsorge- und Anlageberater (m/w/d)
Core
Provide independent advice and sales for private clients on asset building, retirement planning, and investments, specifically focusing on occupational pension (bAV) and sustainable financial products.
Role type
Senior IC financial advisor (retirement planning and sustainable investments)
Builds
Retirement insurance policies and sustainable investment funds
Domain
Financial services / Sustainable investing
Deliverable
client delivery
Required skills
[Occupational pension (bAV) expertise, Sustainable investment knowledge, Financial product sales, Customer acquisition, Regulatory compliance (Sachkundenachweis), Long-term relationship management]
Preferred skills
[Experience in occupational pension (bAV), Sales success track record, Public speaking for external events]
Technologies
[Investment funds, Retirement insurance products]
Responsibilities
[Analyze individual customer needs and develop tailored retirement and investment strategies, Acquire new clients and expand existing relationships, Close relevant insurance and investment products, Monitor market trends and legal frameworks in retirement and capital investment]
Seniority
Senior, hands-on IC