Conseiller Financier Laval F/H
Core
Manage and develop a client portfolio in wealth management, acting as a central actor in developing savings activity and concluding insurance contracts (pre-protection, retirement) in the Laval area.
Role type
Wealth management financial advisor (IC)
Builds
Client portfolios, insurance and savings contracts
Domain
Insurance and wealth management
Deliverable
client delivery
Required skills
Client portfolio management, network of prescribers management, financial fundamentals (savings, investments, pre-protection), negotiation, client relationship building, performance orientation
Preferred skills
Experience in client portfolio development, experience in prescriber networks, pedagogical skills
Technologies
Proprietary sales tools, CRM
Responsibilities
Manage and develop a client portfolio, identify client needs, prescribe and conclude insurance contracts, animate and analyze the portfolio, travel within the sector
Seniority
Mid-level, field experience required