Heritage Advisor (MIA) (Male/Female)

We are Capfinances, a specialized cabinet for managing heritage since over 20 years, recognized for its excellence in client accompaniment.

We count today:

• More than 950 independent representatives

• A renewed trust by 78,000 clients

• A leading position in the life insurance and savings brokerage in France

• Personalized follow-up

• High-performance solutions

• Enhanced proximity with 19 business centers in France

• A wide range of high-end heritage solutions

Why join us?

Working within the Capfinances network means benefiting from:

• Free access training

• Available accompaniment

• A convivial and stimulating work environment

• Innovative digital tools at your disposal

• Financial returns commensurate with your efforts

Choose an enterprise committed to your side for over 20 years, where benevolence, solidarity, and success are at the heart of our DNA.

Join our network for a enriching professional adventure with the possibility of being accompanied by experienced representatives, and offering high-end solutions in matters of:

• Pension preparation

• Heritage transmission

• FAMILY protection

• Tax optimization

• Personal enrichment

• Borrower insurance

• Pension provision
  

Thanks to our tools, expertise, and continuous training available, you will be able to:

• Analyze specific client needs

• Conduct detailed heritage balances

• Promote high-end solutions for each situation

More than your experience, it's your temperament and motivation that will make the difference, of course, a sensitivity to financial advice is an asset.