Intitulé du poste: Agent General Expert Patrimonial et Protection Sociale H/F

Description

Expert en Gestion de Patrimoine et Protection Sociale

Découvrez un métier passionnant qui vous permettra d'aider les particuliers, les professionnels libéraux et les chefs d'entreprise à gérer leur patrimoine de manière efficace.

• Gardez une main sur le tambour : aidez vos clients à équilibrer leurs dépenses avec leurs revenus.

Vous serez responsable du développement commercial des produits patrimoniaux, y compris épargne & retraite, placement constitution de capital Santé prévoyance individuelle collective immobilier

d investissement Produits dédiés cibles spécifiques comme la médecine juriste chiffre droit.

Votre expert pourra : Assister votre clientèle dans ses demandes financières liées au capital.,

Aide ces derniers a réfléchir portée planifier stratégie longue durée perte performance bien-être nourriture mode stress.
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