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Experience Level
Experience
Qualifications
Profile sought:With a background in finance or commercial training, you have a solid track record of successful field experience, ideally within banking, insurance, or finance sectors.As a true expert and commercial developer, you are well-acquainted with your economic landscape and capable of developing your clientele both directly and indirectly.An entrepreneurial spirit drives you, and 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.
Their commercial organization fosters close relationships with clients and provides a high level of autonomy for employees.
Your mission:
You will manage, retain, and expand a significant client portfolio (approximately 150 accounts) with high potential in your geographical area.
As a true wealth management expert, you will advise and sell top-tier wealth and real estate solutions to both individual and professional clients, developing strong, trusting relationships.
We offer a comprehensive business development project:
- The opportunity to operate as a genuine wealth management expert, offering a wide range of products including retirement plans, life insurance, risk management, and real estate tax optimization, - A collaborative status that grants you significant autonomy in executing your commercial actions and managing your daily activities, - Daily support from a large group (commercial, marketing, tools, legal, field ...) enabling you to perform your advisory role effectively, - A commitment to excellence through in-depth support towards professional expertise.
About humanispartners
humanispartners is an innovative insurance group specializing in wealth management solutions tailored to optimize taxation, manage successions, and prepare for retirement. We emphasize personalized client engagement and foster a culture of autonomy and expertise among our advisors.
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
Profile sought:With a background in finance or commercial training, you have a solid track record of successful field experience, ideally within banking, insurance, or finance sectors.As a true expert and commercial developer, you are well-acquainted with your economic landscape and capable of developing your clientele both directly and indirectly.An entrepreneurial spirit drives you, and 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.
Their commercial organization fosters close relationships with clients and provides a high level of autonomy for employees.
Your mission:
You will manage, retain, and expand a significant client portfolio (approximately 150 accounts) with high potential in your geographical area.
As a true wealth management expert, you will advise and sell top-tier wealth and real estate solutions to both individual and professional clients, developing strong, trusting relationships.
We offer a comprehensive business development project:
- The opportunity to operate as a genuine wealth management expert, offering a wide range of products including retirement plans, life insurance, risk management, and real estate tax optimization, - A collaborative status that grants you significant autonomy in executing your commercial actions and managing your daily activities, - Daily support from a large group (commercial, marketing, tools, legal, field ...) enabling you to perform your advisory role effectively, - A commitment to excellence through in-depth support towards professional expertise.
About humanispartners
humanispartners is an innovative insurance group specializing in wealth management solutions tailored to optimize taxation, manage successions, and prepare for retirement. We emphasize personalized client engagement and foster a culture of autonomy and expertise among our advisors.