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.

