Sign up to save this job, get alerts, and apply with an optimized CV.

Log in Sign up free

Heritage Advisor (MIA) (H/F)

Job description

Whether you are a business developer, from the world of finance, or in career transition, we would be delighted to discuss our professional opportunities with you.

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

Sign up to apply

Create a free account to apply for this job and get access to:

  • AI-powered CV optimization for this specific job
  • Save jobs and create custom alerts
  • See your CV match score for each job
Create free account Log in

Company information

Company
Capfinances
Location
France, Centre, Indre-et-Loire, Tours, Joué-lès-Tours
France
Posted
1 year ago
View all jobs at Capfinances

Find similar jobs

Explore more opportunities like this one.

Jobs in France

Interested in this position?

Create your free account and tailor your CV to match this job.

Create free account Log in