מנהל.ת תיקי לקוחות
Core
Financial agent role optimizing clients' pension, insurance, and investment portfolios through data analysis and sales calls.
Role type
Financial agent (pension/insurance/investments)
Builds
Optimized financial portfolios for individual clients
Domain
Fintech / Personal Finance
Deliverable
client delivery
Required skills
Valid pension agent license, portfolio analysis, sales of insurance/pension/investment products
Preferred skills
B2C sales experience in risk products or pensions, prior agency or independent agent experience (via careerplan.io/jobs/F8-00E-39-375-at-better)