The role of a Wealth Planner involves ensuring the control and validation of innovative life insurance solutions.
About the Position
Key responsibilities include providing technical and legal support to sales teams, conducting wealth, tax, and legal studies for life insurance contracts, and developing training programs for salespeople and partners on legal and tax topics.
* Technical Support: Provide in-depth knowledge and expertise to sales teams on various aspects of life insurance contracts.
* Contract Analysis: Conduct comprehensive analyses of life insurance contracts to ensure compliance with regulatory requirements.
* Training Programs: Develop customized training programs for salespeople and partners on complex legal and tax topics.
* Presentation Development: Create engaging presentations and marketing materials for wealth and estate engineering solutions.
* Communication: Participate in communication actions and events for partners/clients.
Success as a Wealth Planner requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. Fluency in English is essential, with Finnish or Swedish being a significant advantage.
What We Offer
A multicultural work environment that values learning, innovation, and collaboration, offering flexible working hours and access to a range of employee benefits including hospitalization insurance and group insurance.