Finanzberater

About the role

Swiss Life Select is seeking an experienced financial advisor to join their team in Hamburg as an independent consultant. You will build and manage your own client base while providing expert advice on retirement planning, insurance, and wealth management. This role offers the opportunity to leverage professional tools and support while operating with the autonomy of a business owner.

Responsibilities

• Advise private clients on retirement planning, insurance, wealth accumulation, and financing.
• Analyze individual client situations to develop tailored financial solutions.
• Build and maintain a long-term client base.
• Utilize company software and product partner networks to identify optimal solutions for clients.

Required skills

• Financial advisory
• Insurance
• Wealth management
• Communication

Nice to have

• Management
• Team leadership

Qualifications

• Professional experience in finance, insurance, or wealth management
• Proficiency in German

Benefits

• Start bonus for industry insiders
• Individual onboarding
• Seminars and coaching
• Leadership training
• Digital advisory tools
• Comparison software
• Learning platforms
• Special conditions for vehicle and IT equipment

About the Company

Swiss Life Select is one of the largest financial advisory companies in Germany and part of the Swiss Life Group, a leading provider of financial and pension solutions in Europe. The company supports individuals in achieving financial self-determination.