About the job
Are you passionate about helping individuals secure their financial future for retirement?
In this pivotal role, you will analyze coverage gaps, create comprehensive retirement strategies, and provide advice on tax-optimized savings solutions. You will become the go-to expert ensuring financial security in later years.
Your Responsibilities
Coverage Gap Analysis: Assess the individual coverage gaps of your clients and present them with actionable options.
Retirement Strategies: Develop holistic retirement concepts that ensure financial stability and quality of life in retirement.
Tax Optimization: Advise on tax-efficient retirement solutions and demonstrate ways to enhance your clients' financial situations.
Ongoing Support: Regularly adapt retirement strategies to changing life circumstances, remaining a trusted partner.
Market Monitoring: Keep abreast of current trends in retirement planning and leverage this knowledge to optimally advise your clients.
What We Offer
A supportive team with clear structures
Regular training and development opportunities
Attractive performance-based compensation (starting from €2,400 to €3,400 per month, with no upper limit)
No income cap, your success defines your salary
Flexible working hours and location-independent work

