Client Advisor – Independent Representative

Parangon Patrimoine; Nantes; On-site; EUR 35,000 - 55,000; Full time

Job summary

Jobtailor is seeking a financial advisory sales professional to develop a diverse client portfolio in Nantes, France. You will use a consultative approach to identify client needs and deliver tailored financial solutions for private and professional clients.

In this role, you will analyze each client scenario and propose offerings across life insurance, savings, real estate investments and financial products.

Qualifications

• Minimum 3 years of field sales experience (B2B or B2C).
• Self-motivated and well-organized; able to work independently
• Strong interest in finance, real estate or advisory services
• Motivated to work under an independent, entrepreneurial status

Responsibilities

• Develop and manage a portfolio of private and professional clients using a consultative sales approach and providing long-term support.
• Analyze each client’s situation and propose tailored solutions: life insurance, savings, real estate investment, financial investments.

Skills

Field sales

Self-motivated

Independent work

Organized

Finance interest

Real estate interest

Advisory services

Entrepreneurial mindset

Job description

Develop and manage a portfolio of private and professional clients using a consultative sales approach and providing long-term support.

Analyze each client’s situation and propose tailored solutions: life insurance, savings, real estate investment, financial investments.

Requirements

• Minimum 3 years of field sales experience (B2B or B2C)
• Self-motivated and well-organized; able to work independently
• Strong interest in finance, real estate or advisory services
• Motivated to work under an independent, entrepreneurial status