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Client Advisor – Independent Representative
Parangon PatrimoineIndependent client advisor for Parangon Patrimoine focused on managing investment portfolios. Develop long-term relationships with individuals and businesses regarding financial and property advising.
About the role
Key responsibilities & impact- Develop and manage a portfolio of private and professional clients using a consultative sales approach and providing long-term support
- Analyze each client’s situation and propose tailored solutions: life insurance, savings, real estate investment, financial investments
Requirements
What you’ll need- Minimum 3 years of field sales experience (B2B or B2C)
- Self-motivated and well-organized; able to work independently
- Strong interest in finance, real estate or advisory services
- Motivated to work under an independent, entrepreneurial status
Benefits
Comp & perks- Commissions: €40k–€120k per year
- Home office (remote work) with regular meetings with your designated advisor and other advisors
- Tailored training programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial investmentslife insurancesavingsreal estate investment
Soft Skills
self-motivatedwell-organizedindependentconsultative sales approach