Berater Sparen & Vorsorge (Homeoffice möglich) · Karrierewechsel willkommen

Career entry into financial and precautionary consulting, with focus on 3a/3b, ETF savings plans, precautionary funds, and budget planning. Career changers welcome.

Requirements

• Consult private and business customers on precautionary, savings, and investment solutions
• Analyze needs, create financial concepts & offers
• Conduct online & on-site appointments
• Maintain customer base, generate recommendations, and secure follow-ups

Benefits

• Free VBV training
• Modern consulting tools
• Strong back office & mentoring
• Flexible working hours, home office/hybrid
• Clear career path
• Incentives: annual 5-star trip for top performers