Financial Products Advisor

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🕒 May 14

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Invertas GmbH

WebsiteLinkedInAll Job Openings

- employees

💸 Finance

👥 B2C

Finance • B2C

Invertas GmbH is an independent digital financial advisory firm based in Heidelberg that provides holistic, fee-based financial planning and wealth management services. They specialize in retirement planning (Altersvorsorge), investments, insurance brokerage, mortgage and real-estate financing, and corporate pension (bAV) solutions, serving private clients, expats and employers. The company emphasizes transparency, scientific/empirical investment approaches, ongoing client relationships, and digital-first consulting with optional in-person meetings.

📋 Description

• Personal, competent and independent point of contact for our clients on technical questions and advisory processes. • Establish contact with warm leads who have expressed clear interest in advice. • Conduct open, friendly consultations and create added value for clients through independent advice. • Coordinate appointments as well as the preparation and follow-up of advisory meetings. • Determine individual insurance needs in cooperation with a qualified team — on an independent basis. • Prepare financial-mathematical analyses that transparently reveal and compare insurance costs, both on a commission and fee basis. • Systematic and sustainable development and expansion of your client relationships.

🎯 Requirements

• Ability to explain complex financial products simply and clearly. • Completed commercial vocational training in the insurance sector, ideally with a broker. • Alternatively, holding the 34d certification (German insurance intermediary qualification) is highly relevant. • Experience in the financial services industry, ideally as an advisor or consultant. • Sales experience is required. • Independent and goal-oriented working style. • Strong sales, service and customer orientation.

🏖️ Benefits

• Leads provided — you do not need to acquire contacts from your personal network, and we are not a structured sales network; we provide the desired number of prospects. • High revenue share, both for initial sale commissions and ongoing servicing commissions. • A strong welcoming culture and a professional, highly motivated team. • A team with flat hierarchies and young, dynamic colleagues. • Close support during onboarding with regular feedback sessions. • An environment with room to shape your role, career prospects and high income potential. • Fast, digital processes that are far removed from an ’80s sales mentality.