בעל.ת רישיון סוכן פנסיוני
Core
Financial agent role optimizing clients' financial products (tax, insurance, pension, mortgage, investments) using Better's fintech platform.
Role type
licensed pension insurance agent
Builds
personalized financial optimization for individual clients
Domain
Fintech / Personal Finance
Deliverable
client delivery
Required skills
active pension agent license, sales to end customers, risk product knowledge
Preferred skills
prior agency or independent agent experience
Responsibilities
analyze client portfolios, conduct sales and service calls for insurance, pension, and investment products (via careerplan.io/jobs/F8-00E-BE-047-at-better)
Seniority
Individual Contributor