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Wealth Management Advisor M/F

Job description

Become an Independent Wealth Management Advisor at Gan Patrimoine! Gan Patrimoine - 110 years of expertise to become our clients' preferred wealth manager. A subsidiary of the Groupama group, we support individuals and professionals with tailor-made solutions in life insurance, provident solutions, retirement, savings, and real estate. 450 experts already with us, ready to take on new challenges. What if the next one was you? What you can expect from us: Independent and never alone. At Gan Patrimoine, the success of our advisors is at the heart of our priorities. - Excellence in training: Learning in the best conditions: a complete 5-week training program led by Philippe and his team of trainers from the field. - Once in the field, access to powerful tools to facilitate your activity (tablet, CRM, our support services). - Integration into the team of advisors and on-site support with the sales inspector. - A unique independence model: autonomous status with full social protection (health, provident solutions, retirement). - Attractive and uncapped remuneration to reward your performance. - Financial support during the first 18 months to start serenely. What you will do with us: As an Independent Wealth Management Advisor, you will be a true entrepreneur of your activity - Accompany your clients with personalized strategies by drawing on a wide range of savings, retirement, provident solutions, and real estate solutions. - Maintain a quality of advice, adapted to the profile and objectives of each client. - Develop your own commercial strategy: partnerships, networking, recommendations, etc. - Activate and expand your personal and professional network. - You are autonomous in organizing your activity: in the field or from a location that suits you, with access to the inspection office. What we expect from you? - Do you have a strong commercial spirit and a real ability to build relationships? - Do you enjoy challenges, meet new people regularly, and have a network (to develop or already active)? - Experience in business development is essential. - Knowledge of wealth management? It's an asset, but if you are motivated and ambitious, we will train you from the start to become an expert.

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Company information

Company
Gan Patrimoine
Location
France, Bourgogne-Franche-Comté, Yonne, Sens, Chéroy
France
Posted
7 months ago

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