Financial Consultant (m/f/d) - Home Office - Remote

Overview

This position is ideal for those passionate about advising academic clients without the pressure of sales. Enjoy the flexibility of working remotely while benefiting from the structure of an employee.

In Short

• Provide individual online consultations on disability, private health insurance, and retirement planning via Microsoft Teams.
• Act as a subject matter expert rather than engaging in aggressive sales.
• Handle inquiries from well-informed clients seeking solid decision-making foundations.
• Develop customized insurance and investment solutions tailored to premium clients' needs.
• Support clients from the initial consultation through contract signing and changes.
• Participate actively in team meetings to discuss current cases and support one another.
• Engage in continuous education to stay updated and assist clients at the highest level.

Requirements

• Advanced financial qualification such as insurance specialist or financial consultant.
• Special expertise in at least one core area: private health insurance, disability, retirement planning, or investment.
• High self-motivation, reliability, and excellent communication skills.

Benefits

• Flexible working hours: choose between 36, 38, or 40 hours per week.
• Above-average fixed salary with additional commission.
• Numerous appointments with premium clients (doctors, lawyers, civil servants) without the need for acquisition.
• Opportunity for rapid career advancement or entrepreneurial participation.
• Maximum flexibility with 100% home office options.
• Team cohesion through bi-monthly meetings for collaboration and socializing.
• Family-friendly scheduling options.
• Structured processes and tools, including a top online broker management program.
• Professional and personal development through coaching and training.
• Meaningful work in a young team within a reputable financial consulting firm.