Selbstständiger Finanzberater

About the role

Swiss Life Select in Hamburg offers an opportunity to build your own business as an independent financial advisor, either full-time or as a side job. You will receive comprehensive training and mentorship to guide you through the process of advising clients on retirement planning, asset accumulation, and financing. This role is performance-based and allows for flexible career growth within a supportive team environment.

Responsibilities

• Accompany your mentor to client meetings to learn practical skills
• Conduct personal financial consultations and create financial reports
• Advise clients on retirement provision, insurance, asset building, and financing
• Utilize company software and product partners to find tailored solutions for clients
• Develop your own professional network and client base

Required skills

• Financial advisory
• Client relationship management
• German language proficiency

Nice to have

• Asset management
• Fund management

Qualifications

• Realschulabschluss
• Kaufmännische Ausbildung

Certifications

• IHK-Sachkundeprüfung

Benefits

• Performance-based income
• Flexible working hours
• Mentorship program
• Career development opportunities
• Supportive team environment

About the Company

Swiss Life Select is one of Germany's largest financial advisory companies, providing a collaborative team environment and extensive support for new advisors.