Client Advisor, Independent Representative

Parangon Patrimoine

. Develop and manage a portfolio of individual and business clients .

Posted 10/5/2026contractNantes • FranceMid-LevelSenior💰 €40,000 - €120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client portfolio management, providing tailored financial solutions, and navigating regulatory compliance in the finance and real estate sectors. Strong ability to work independently while leveraging mentorship and support systems.

Highest-signal resume keywords

Field Sales ExperienceClient Portfolio ManagementRegulatory ComplianceFinancial AdvisorySelf-Motivation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax OptimizationRetirement PlanningInsurance AdvisoryWealth Transfer SolutionsReal Estate InvestmentFinancial InvestmentsClient AnalysisProspecting ToolsCommunication Tools

Soft Skills

Organizational SkillsAutonomyCommitment to Success

Certifications & Qualifications

ORIAS RegistrationANACOFI MembershipProfessional Liability Insurance

Industry Keywords

B2B SalesB2C SalesEntrepreneurial StatusConsulting

About the role

Key responsibilities & impact

Develop and manage a portfolio of individual and business clients
Advise and support clients on tax optimization, retirement planning, insurance and protection, supplementary income, family protection, and wealth transfer
Analyze each client’s situation and recommend tailored solutions
Advise clients on life insurance, savings, real estate investment, and financial investments
Use prospecting and communication tools
Work independently with the support of a local mentor, field coaching, and a dedicated back office

Requirements

What you’ll need

Minimum 3 years of field sales experience (B2B or B2C)
Minimum 5 years of professional experience in sales
Self-motivation, autonomy, and strong organizational skills
Interest in finance, real estate, or consulting
Motivation to work under an independent, entrepreneurial status
Strong commitment to achieving success
Regulatory compliance: ORIAS registration, ANACOFI membership, delegation of the T-card, and professional liability insurance

Benefits

Comp & perks

Free two-week training program
Local mentor and field support
Prospecting and communication tools
Dedicated back office for administrative management
Ongoing training and customized training programs
Home-based work
Regular meetings with the designated mentor and other advisors
Parangon package covering regulatory requirements through a monthly subscription
No other fees are charged