About the job
Our client is a subsidiary of an insurance group, specializing in tax optimization, succession planning, asset valuation, family protection, and retirement preparation.
The commercial structure 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 geographic 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 relationships with them.
We offer you a genuine business development project:
- The opportunity to work as a wealth management expert, offering a wide range of products including retirement plans, life insurance, health coverage, and real estate tax optimization,
- A collaborative status, granting you great autonomy in executing your commercial actions and managing your daily activities,
- Daily support from a large group (commercial, marketing, tools, legal, field support...) enabling you to perform your advisory role effectively,
- Pursuit of excellence through in-depth support towards professional expertise.