Wealth Management Sales Consultant

Job not on LinkedIn

🔥 42 minutes ago

🇫🇷 France – Remote

💵 €50k - €200k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 0%

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Parangon Patrimoine

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2001

💸 Finance

🏠 Real Estate

Finance • Real Estate • Wealth Management

Parangon Patrimoine is a network of independent wealth management professionals that provides comprehensive services in investment, property management, and financial engineering. Since its establishment in 2001, the company has been recognized for its expertise in real estate and financial investments, guiding clients through various opportunities while ensuring a personalized approach to wealth accumulation. Parangon Patrimoine emphasizes independence and continuous training, enabling its team to support clients effectively and achieve ambitious personal financial goals.

📋 Description

• Advise clients on reducing their tax burden • Help clients build and grow their wealth • Help clients prepare for retirement • Help clients protect their families • Help clients create additional sources of income • Prospect for new clients and identify their needs • Prepare clients’ wealth assessments • Present and implement bespoke solutions developed by our experts • Build long-term relationships with clients • Work independently and autonomously from a local office, with the support of a designated advisor and our teams

🎯 Requirements

• At least 5 years of professional experience in sales • Ideally, experience working with individual clients • Demonstrated commitment and drive to succeed • Must be located in the specified geographic area • This opportunity is not open to interns or work-study students • Independent / freelance status

🏖️ Benefits

• Two weeks of comprehensive initial training, supplemented by optional training throughout your career • Back-office support handling the legal, administrative, and regulatory aspects of your client files • Communication and marketing tools • A designated advisor • Daily support in developing your business • Home-based work, with regular meetings with your designated advisor and other advisors • Tailored training programs • Annual commissions of €50,000–€200,000 • No entry fees or royalties

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