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

Overview

This position involves providing professional and structured online consultations to academic clients regarding disability, private health insurance, and retirement planning, all while enjoying the flexibility of working from home.

In Short

• Individual online consultations via Microsoft Teams.
• Act as an expert without aggressive sales pressure.
• Handle inquiries from well-informed clients seeking solid decision-making foundations.
• Develop tailored insurance and retirement solutions for premium clients.
• Support clients from initial consultation to contract completion.
• Participate actively in weekly team meetings.
• Continuous education in relevant topics.

Requirements

• Advanced financial qualification such as insurance specialist or financial advisor.
• Expertise in at least one core area: private health insurance, disability, retirement planning, or investment.
• High self-motivation, reliable and trustworthy demeanor, excellent communication skills.

Benefits

• Flexible work hours: choose between 38 or 40 hours per week.
• Fixed salary with above-average base pay and additional commission.
• Many appointments from premium clients (doctors, lawyers, civil servants) without the need for acquisition.
• Opportunity for rapid career advancement or entrepreneurial participation.
• Complete freedom in terms of time and location due to 100% home office possibility.
• Collegial support through bi-monthly meetings for collaboration and socializing.
• Very family-friendly with the option to block out calendar times for appointments.
• Well-structured processes and tools, including a top online broker management program.
• Professional and personal development through coaching and training.
• Enjoyment of meaningful work within a young team at a reputable financial consulting firm with high values and standards.