בעל.ת רישיון סוכן פנסיוני
Core
Financial agent role optimizing clients' pension, insurance, and investment portfolios using Better's fintech platform.
Role type
Licensed Pension Agent (Sales & Service)
Builds
Personalized financial optimization products for Better's 25,000 private 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 or pension products, 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-job)
Seniority
Individual Contributor