Capfinances
1 year ago
Heritage Advisor (MIA) (H/F)
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Company information
- Company
- Capfinances
- Location
- France, Centre, Indre-et-Loire, Tours, Joué-lès-Tours France
- Posted
- 1 year ago
Job description
Created in 2004, Capfinances, a subsidiary of the Premium Group, leader in life insurance and savings in France, specializes in managing heritage for over 20 years.
With a network of over 900 independent financial advisors and a national presence, Capfinances achieves a two-digit growth in 2024.
Over the years, Capfinances has consolidated its strengths and expertise to provide, to all its clients, a heritage advisory service and high-quality solutions on these themes:
· Retirement preparation
· Succession
· Family protection
· Tax optimization
· Heritage valuation
· Borrower insurance
· Precautionary measures
--> Come and discover our network and profession during a day immersion!
The daily job:
· Create and develop a portfolio of heritage clients
· Analyze clients' needs
· Draw up a heritage balance sheet
· Recommend adapted solutions
· Accompany clients' projects
· Ensure client follow-up and evolution of heritage solutions
· Fidelity and accompany clients throughout their investor life
Remuneration method:
The commission system varies depending on the solutions proposed to the client.
In the interest of confidentiality, we do not publicly disclose commission percentages.
We have a wide range of insurance products, each type of contract being associated with a remuneration*.
*The remuneration indicated in the announcement corresponds to the average commissions received by independent financial advisors managing heritage between their first and fifth year of activity.
Type of employment: Full-time, Independent/Freelance
Remuneration: 39,500€ and 187,000€
Benefit:
Work from home
Hours:
Flextime
Daytime work
Why choose the Capfinances network?
· A certified and free initial training ORIAS IAS level II provided by a training organization from the Premium Group
· Ongoing training available
· A wide range of high-end heritage solutions
· A network of independent financial advisors recognized throughout France
· Possible on-site accompaniment
· An entrepreneurial adventure
· Innovative digital tools at your disposal
Benefit from a revenue commensurate with your work!
Commission at J+30!
Required skills
- training
- life insurance
- work from home
- france
- network
- remuneration
- savings
- commission
- revenue
- digital tools
- initial training
- heritage
- ias
- retirement preparation
- succession
- family protection
- tax optimization
- orias ias
- entrepreneurial adventure
- h/f
- patrimoine
- free training
- borrower insurance
- mia
- capfinances
- level ii
- independent financial advisors
- certified training
- financial advisors
- premium group
- daytime work
- flextime
- innovative tools
- heritage advisor
- mandataires indépendants
- heritage valuation
- precautionary measures
- j+30
- commission at j+30
- revenue commensurate with work
- high-end heritage solutions
- solutions patrimoniales
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