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

Overview

This role involves providing professional financial consultations to academic clients without the pressure of aggressive sales, all while enjoying the flexibility of working from home.

In Short

• Conduct individual online consultations on disability insurance, private health insurance, and retirement planning via Microsoft Teams.
• Act as a subject matter expert, providing advice to academic clients with transparency and competence.
• Handle inquiries from well-informed clients seeking solid decision-making foundations.
• Develop customized insurance and retirement solutions tailored to premium clients' needs.
• Support clients from initial consultation through to contract signing and changes.
• Participate in weekly team meetings to discuss current cases and support each other.
• Engage in continuous education to remain updated and provide top-level client support.

Requirements

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

Benefits

• Flexible work hours: choose between 36, 38, or 40 hours per week.
• Base salary of approximately 3,300€ plus commission (around 2,300€).
• Numerous appointments with premium clients (doctors, lawyers, officials) without the need for acquisition.
• Opportunities for career advancement and leadership roles.
• Maximum freedom regarding time and location due to 100% home office possibility.
• Collegial support with bi-monthly team meet-ups for collaboration and socializing.
• Family-friendly scheduling options for appointments.
• Well-structured processes and tools, including a top online broker management program.
• Professional and personal development through coaching and training.
• Join a young team in a renowned financial consulting firm with high values and standards.