Client Advisor – Independent Representative
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Develop and manage a portfolio of private and professional clients using a consultative sales approach and providing long-term support.
Analyze each client’s situation and propose tailored solutions: life insurance, savings, real estate investment, financial investments.
Requirements
- Minimum 3 years of field sales experience (B2B or B2C)
- Self-motivated and well-organized; able to work independently
- Strong interest in finance, real estate or advisory services
- Motivated to work under an independent, entrepreneurial status
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Independent Financial Advisor
Il y a 3 jours
Nantes, Pays de la Loire, France Parangon Patrimoine Temps plein 35 000 € - 55 000 € ContratJobtailor is seeking a financial advisory sales professional to develop a diverse client portfolio in Nantes, France. You will use a consultative approach to identify client needs and deliver tailored financial solutions for private and professional clients.In this role, you will analyze each client scenario and propose offerings across life insurance,...