Financial Products Advisor

Invertas GmbH

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • Ability to explain complex financial products simply and clearly.
  • Completed commercial vocational training in the insurance industry, ideally at a broker.
  • Alternatively, a 34d certification/license is highly relevant.
  • Experience in the financial services industry, ideally as an advisor or consultant.
  • Sales experience is required.
  • Independent, goal-oriented work style.
  • Strong sales, service, and customer orientation.
Benefits
  • Leads provided! You don't need to recruit from your personal network, and we are not a structured sales organization — we supply the number of prospects you require.
  • High revenue share, both on closing commissions and ongoing service commissions.
  • A strong welcoming culture and a professional, highly motivated team.
  • A team with flat hierarchies and young, dynamic team members.
  • Close support during onboarding with regular feedback discussions.
  • An environment with creative freedom, career prospects, and high earning potential.
  • Fast, digital processes that are far removed from an '80s sales mentality.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial-mathematical analysisinsurance cost comparisonadvisory services
Soft skills
independent workgoal-orientedstrong sales orientationcustomer orientationservice orientationcommunication skills
Certifications
34d certificationcommercial vocational training