Financial Advisor

November 11 Munich
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Summary

We are a leading financial advisory company providing comprehensive financial services for individual clients. Services offered comprise all aspects of consumer insurance, annuities, savings and financing solutions, as well as mutual funds. Individuals with entrepreneurial abilities and an interest in self-employment would be ideal for this position. We are looking for motivated people to work as self-employed financial advisors in Germany. You can join our team of passionate and entrepreneurial professionals, whether you want to kick off your career or have already successfully started it and are now looking for the next challenge.

Responsibilities

  • As a Financial Advisor, you will be expected to build long term relationships with clients and ensure that the clients’ interests are a priority.
  • Provide excellent and consistent financial advice to clients.
  • Use proprietary tools and reports to enhance the quality of advice given to clients.
  • Build a detailed picture of the client's financial circumstances to provide the client with ideas and opportunities to maximize the value of the client’s current and future net worth. 
  • Research and analyze financial products to meet client requirements and objectives.

Qualifications

  • Interest in finance and sales.
  • Self-starter displaying entrepreneurial focus and vision.
  • Ambitious with a focus on client service and generating new connections.
  • Professional conduct and work ethics.
  • Excellent organizational and communication skills.
  • Fluent in written and spoken English. A basic knowledge of German is preferred.
  • Additional language skills are advantageous.
  • Valid residence permit in Germany.

Offer

  • Performance-based generous compensation and broad earning potential.
  • Flexible work schedule and ability to work from home.
  • 'In Office’ locations within Germany. 
  • Comprehensive training and development program.
  • Middle office and back office support.

Additional information

This is an excellent opportunity for someone who wants to work independently and manage their own time while helping clients achieve their financial goals. 
Please send your CV to [email protected] to apply. We look forward to hearing from you!
Employment typeFreelance contract
Remote work allowedyes

Email to apply

[email protected]
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Eduard Tonoyan

Imprint

Büro für Deutsche Vermögensberatung
Eduard Tonoyan
Bechtenwaldstraße 19
65931 Frankfurt
[email protected]

Im Versicherungsbereich als gebundener Vermittler gemäß § 34d Abs. 7 GewO auf Provisionsbasis ausschließlich vermittelnd und beratend tätig für die Generali Deutschland Lebensversicherung, Generali Deutschland Versicherung, Generali Deutschland Krankenversicherung, Generali Pensionskasse, ADVOCARD Rechtsschutzversicherung. Darüber hinaus können in Einzelfällen geldwerte Vorteile in Form von Sachleistungen anfallen (z.B. Schulungen sowie Einladungen für die Teilnahme an kulturellen und gesellschaftlichen Veranstaltungen, Informationsmaterial, Aufmerksamkeiten).

Schlichtungsstellen:
Verein Versicherungsombudsmann e.V.
Postfach 080632, 10006 Berlin
Ombudsmann Private Kranken- und Pflegeversicherung
Postfach 060222, 10052 Berlin
www.versicherungsombudsmann.de, www.pkv-ombudsmann.de

Registerstelle für § 34d GewO:
Deutsche Industrie- und Handelskammer (DIHK)
Breite Straße 29, 10178 Berlin, Telefon 0180 600585-0
(20 Cent/Anruf)
www.vermittlerregister.info
Registernummer nach § 34d GewO: D-NFB1-YNDZN-11

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