Build and maintain your own client base (private and business clients)
Conduct consultations on protection, retirement planning and financial planning (online & on-site)
Analyze individual client situations and develop appropriate solutions
Provide long-term care for your clients and build trusting relationships
Participate in training, mentoring and team meetings
Gradually build your own client portfolio and your independent business
Support onboarding of new advisors and opportunity to build a team

IHK-certified training and recognized qualification
Structured onboarding with mentoring and clear learning steps
Flexible work arrangements — remote, part-time or full-time possible; adaptable to your life situation
Personal and business development: training in advisory skills, communication, finance and entrepreneurship
Strong team & supportive community: regular team calls, workshops and exchange with experienced advisors
Transparent income and career prospects: clear development paths — from supplemental income to long-term self-employment
Future-proof and meaningful market: financial education and retirement provision are key growth areas
Performance-based incentives & recognition: optional bonus programs, team events and special incentive trips

Freelance Insurance Advisor

Key skills