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.

