Freelance Insurance Advisor building client networks and conducting consultations for financial planning. Offering training, coaching, and opportunities for personal business development in Germany.
Responsibilities
Build and maintain your own client network (private and business clients)
Conduct financial and retirement planning consultations (online & in person)
Analyse client needs and develop suitable insurance and pension solutions
Support clients long-term and build trusted relationships
Participate in training, mentoring and team meetings
Gradually build your own client portfolio and personal business
Support the onboarding of new advisors and grow your own team
Requirements
Professional experience and motivation for a new career chapter
Enjoyment in working with people and supporting them in important life decisions
Interest in meaningful, future-oriented work
Willingness to learn new skills and work independently
Openness toward topics such as retirement planning and financial freedom
A broad perspective and the ability to recognize opportunities and potential
Benefits
IHK-certified training and recognized qualification
Structured onboarding with mentoring and step-by-step guidance
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