Wealth-Protection Advisor | Virtual Consultations

Zohorecruit; Netherlands; Hybrid; EUR 80,000 - 151,000; Full time

Benefits offered by this job

Global excursions

Conferences

Job summary

Zohorecruit in Denver, US, invites driven professionals to join our wealth & insurance advisory team. You will engage pre-screened clients, assess needs, and deliver virtual consultations to tailor strategies for wealth preservation and risk coverage.

A turnkey corporate framework backs you as you build ownership of your path. Expect a high-commission structure with earning potential tied to performance, plus access to upscale learning resources, modern tools, and executive mentorship to advance

Responsibilities

• Collaborative Development: Partnering with seasoned leaders within an encouraging and cooperative team environment.
• Client Needs Assessment: Connecting with pre-screened clients to evaluate their financial goals and coverage requirements.
• Virtual Consultations: Conducting professional online meetings and phone consultations to advise prospective clients.
• Strategic Planning: Developing custom financial protection and insurance strategies tailored to individual client objectives.
• Portfolio Presentation: Delivering clear, confident proposals to secure business and establish long-term client relationships.

Job description

Zohorecruit in Denver, US, invites driven professionals to join our wealth & insurance advisory team. You will engage pre-screened clients, assess needs, and deliver virtual consultations to tailor strategies for wealth preservation and risk coverage.

A turnkey corporate framework backs you as you build ownership of your path. Expect a high-commission structure with earning potential tied to performance, plus access to upscale learning resources, modern tools, and executive mentorship to advance