Manuel Pleger

You will advise clients on investment, retirement, and financial solutions while developing individual wealth accumulation strategies. The role involves building long-term client relationships using provided leads rather than cold calling.

You will provide financial consulting, including insurance, investment, and wealth accumulation strategies, to international professionals in Germany. Your role involves managing high-ticket client relationships and developing individual financial solutions based on provided leads.

You will analyze individual retirement gaps and develop holistic retirement concepts to ensure financial security for clients. Additionally, you will provide advice on tax-optimized pension solutions and maintain long-term relationships with clients.

You will conduct professional client consultations to identify financial needs and provide tailored solutions in insurance, investment, and retirement planning. Additionally, you will support the acquisition of new clients and gradually build your own client base while working closely with experienced mentors.