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Experience Level
Experience
Qualifications
Desired profile:With a background in commercial or financial training, you have a solid proven experience ideally in the banking/insurance/finance sector.A true expert and business developer, you have an excellent understanding of your economic environment and can expand your client base both directly and indirectly.As an entrepreneurial spirit, you seek operational autonomy while benefiting from the support and reputation of a major 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 structure fosters close relationships with clients and provides a high degree of autonomy for employees.
Your mission:
You will manage, retain, and develop 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 a clientele of individuals and professionals, developing strong personal relationships.
We offer a genuine development activity project:
- The opportunity to operate as a true wealth management expert, offering a broad range of products including retirement plans, life insurance, risk coverage, and real estate tax optimization, - A partnership status that grants you considerable 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 excel in your advisory role, - A pursuit of excellence through in-depth professional expertise development.
About Humanis Partners
Humanis Partners is a reputable subsidiary of a well-established insurance group, focused on offering innovative solutions in wealth management and financial services, ensuring personalized support for clients in their financial journeys.
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:With a background in commercial or financial training, you have a solid proven experience ideally in the banking/insurance/finance sector.A true expert and business developer, you have an excellent understanding of your economic environment and can expand your client base both directly and indirectly.As an entrepreneurial spirit, you seek operational autonomy while benefiting from the support and reputation of a major 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 structure fosters close relationships with clients and provides a high degree of autonomy for employees.
Your mission:
You will manage, retain, and develop 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 a clientele of individuals and professionals, developing strong personal relationships.
We offer a genuine development activity project:
- The opportunity to operate as a true wealth management expert, offering a broad range of products including retirement plans, life insurance, risk coverage, and real estate tax optimization, - A partnership status that grants you considerable 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 excel in your advisory role, - A pursuit of excellence through in-depth professional expertise development.
About Humanis Partners
Humanis Partners is a reputable subsidiary of a well-established insurance group, focused on offering innovative solutions in wealth management and financial services, ensuring personalized support for clients in their financial journeys.