Role overview
An organization specializing in independent financial advice supports your entrepreneurship and limited financial investment with: - Intensive training of at least two months at the head office, followed by continuous coaching and further education - Unique software and digital tools that allow you to optimally advise clients - The freedom and responsibility of independent entrepreneurship, supported by a strong network What you will do. - Independently guide clients with home financing, insurance, pension planning, and wealth accumulation - Listen to clients' needs and translate them into a personal financial plan - Follow up on files from A to Z - Further build sustainable client relationships and develop the office - Combine entrepreneurship with professional financial advice What they ask - Possess a bachelor's or master's degree - Experience in the banking or insurance sector - Be entrepreneurial and want to build your own office, without the uncertainty of a completely new start-up - Listen attentively and be able to empathize well with the client's situation - Work accurately, be stress-resistant, and enjoy taking responsibility - Possess strong communication skills and easily build trust - Be digitally proficient and work smoothly with various software applications
Who are you
You step into an assignment with clear expectations, multiple stakeholders and a concrete business challenge. The full scope, deliverables and team context stay protected until after registration.
Inside the app you can see the exact challenges in play, which systems or processes matter most, and where your expertise creates the fastest value in the first weeks.
Who are we looking for
In the app we show the level of seniority required, how commercial or operational you should be, and which experience makes the biggest difference for fast traction in this assignment.
The concrete must-haves, nice-to-haves and client expectations stay reserved for freelancers with an activated profile.
What you will do
The concrete responsibilities, assignment scope and phase-by-phase expectations are shown in full inside the app. That keeps the public vacancy intentionally compact while still giving interested freelancers the right context.
After registration you immediately see the full job brief, the client context and which next steps are needed to respond in a focused way.
More context, less searching.
You get enough context to judge whether this job is relevant. The full brief, client details and next steps stay available inside the app.