Invertas GmbH

Counselor

• Personal, knowledgeable, and independent point of contact for our clients on technical questions and advisory processes.
• Establish contact with warm leads who have expressed clear interest in advisory services.
• Conduct open and personable consultations and create added value for clients through independent advice.
• Coordinate appointments and prepare and follow up on advisory meetings.
• Determine individual insurance needs in collaboration with a qualified team—on an independent basis.
• Prepare financial-mathematical analyses that transparently reveal and compare insurance costs, both on a commission and fee basis.
• Systematic and sustainable development and expansion of your client relationships.

Financial Products Advisor