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Financial Advisor for Healthcare Professionals - Remote

Posted 116 weeks ago
Sales / Business
Freelance
France
80% of revenue generated

Overview

SOFIPROS is looking for a talented Financial Advisor to join our team as an independent collaborator, focusing on healthcare professionals and medical-social structures.

In Short

  • Develop and manage a portfolio of clients and referrals.
  • Proactively manage client relationships and follow up on files.
  • Target healthcare professionals and medical-social structures.
  • Provide sound advice on real estate and professional loans.
  • Implement actions to retain clients and expand the referral network.
  • Negotiate favorable loan and insurance terms with banking partners.

Requirements

  • Minimum Bac + 2 degree with a specialization in insurance and/or real estate.
  • Experience in relevant fields or healthcare sector.
  • Strong client relationship skills and a competitive spirit.

Benefits

  • Opportunity for independence and career advancement.
  • Potential for becoming an entrepreneur.
  • Earn 80% of the revenue you generate.

Translated from French

SOFIPROS

SOFIPROS

SOFIPROS is a brand created by the LFL Patrimoine group (Loire Finances Lombardy) as part of its growing expansion, specifically targeting liberal health professionals and healthcare or medico-social structures. The company is dedicated to providing financial advisory services, particularly in real estate and professional loans, while fostering a proactive client relationship management approach. SOFIPROS seeks dynamic and autonomous individuals to join their team as independent collaborators, offering them the opportunity to develop their own client portfolios and business networks. With a focus on entrepreneurial growth and independence, SOFIPROS aims to empower its advisors to achieve success in a supportive and ambitious environment.

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