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Experience Level
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Qualifications
Desired Profile:You hold a background in commercial or financial training, with a proven successful experience ideally in banking, insurance, or finance sectors.As a true industry expert and business developer, you possess a deep understanding of your economic environment and can grow your clientele both directly and indirectly.An entrepreneurial spirit drives you, as you seek operational autonomy while benefiting from the support and reputation of a large group.If you are interested or know someone who might be, please contact us!
About the job
Our client is a subsidiary of an insurance group, specializing in tax optimization, estate planning, asset valuation, family protection, and retirement preparation.
The commercial organization fosters close relationships with clients, allowing for a high level of autonomy for employees.
Your mission:
You will manage, retain, and grow a significant client portfolio (approximately 150 high-potential accounts) in your geographical area.
As a true wealth management expert, you will advise and sell top-tier financial and property solutions to individuals and professionals, developing a strong, personal relationship with your clientele.
We offer a comprehensive activity development project:
- The opportunity to operate as a genuine wealth expert, providing a wide range of products including retirement plans, life insurance, risk coverage, and real estate tax optimization, - An independent collaboration status, granting you substantial autonomy in implementing your commercial actions and managing your daily activities, - Daily support from a large group (sales, marketing, tools, legal, field support...), enabling you to perform your advisory role effectively, - A commitment to excellence through in-depth professional expertise development.
About Humanis Partners
Humanis Partners is a dynamic subsidiary of a leading insurance group, dedicated to providing expert financial guidance and solutions tailored to individual and business needs. Our focus on client relationships and autonomy empowers our advisors to achieve excellence in wealth management.
Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.
Unlock Your Potential
Generate Job-Optimized Resume
One Click And Our AI Optimizes Your Resume to Match The Job Description.
Is Your Resume Optimized For This Role?
Find Out If You're Highlighting The Right Skills And Fix What's Missing
Experience Level
Experience
Qualifications
Desired Profile:You hold a background in commercial or financial training, with a proven successful experience ideally in banking, insurance, or finance sectors.As a true industry expert and business developer, you possess a deep understanding of your economic environment and can grow your clientele both directly and indirectly.An entrepreneurial spirit drives you, as you seek operational autonomy while benefiting from the support and reputation of a large group.If you are interested or know someone who might be, please contact us!
About the job
Our client is a subsidiary of an insurance group, specializing in tax optimization, estate planning, asset valuation, family protection, and retirement preparation.
The commercial organization fosters close relationships with clients, allowing for a high level of autonomy for employees.
Your mission:
You will manage, retain, and grow a significant client portfolio (approximately 150 high-potential accounts) in your geographical area.
As a true wealth management expert, you will advise and sell top-tier financial and property solutions to individuals and professionals, developing a strong, personal relationship with your clientele.
We offer a comprehensive activity development project:
- The opportunity to operate as a genuine wealth expert, providing a wide range of products including retirement plans, life insurance, risk coverage, and real estate tax optimization, - An independent collaboration status, granting you substantial autonomy in implementing your commercial actions and managing your daily activities, - Daily support from a large group (sales, marketing, tools, legal, field support...), enabling you to perform your advisory role effectively, - A commitment to excellence through in-depth professional expertise development.
About Humanis Partners
Humanis Partners is a dynamic subsidiary of a leading insurance group, dedicated to providing expert financial guidance and solutions tailored to individual and business needs. Our focus on client relationships and autonomy empowers our advisors to achieve excellence in wealth management.