Become a financial and insurance broker or analyst
You are interested in:
You are working in an exclusivity agreement and have realised that you can do more as an independent broker? We make your switch easy: we support you in taking over a portfolio and ensure that you can achieve EXACTLY THAT — for your clients and for your goals. Portfolio takeover with full support, no worries at the start and a team that knows what matters in a switch.
You come from a bank and have realised that the market has much more to offer? Use the financial world: As a broker you are not limited to one provider — you work independently with many providers and use the whole range of the market for your clients. We give you the freedom, the tools and the training to play out your banking experience in a whole new way with a solid concept.
You want to start in finance — as a financial and insurance broker with a solid training? Learn the profession from the ground up with us: your training to become a financial and insurance broker gives you everything you need to advise people with confidence — and from day one you work with the best technology: AI support, an IT team that powers your needs and a team with real exchange. Step by step, at your pace, with real practice and massive success from the very start.
Our pension depot (AVD) starts in 2027 — and we are looking for analysts who specialise in it. Perfect as a second job: you analyse situations, prepare well-founded recommendations and support our brokers — with flexible hours and without having to give up your current job. Become part of a future-oriented field from the very beginning.
What we offer you:
AI support in everyday advisory work
IT team that powers your needs
Real exchange in the team
Innovative, modern customer management
Best CRM — shaped by your wishes
Club & association management
Daily commission accounting
Digital mandates & top customer portal
Automations instead of paperwork
Automated high-quality new clients
Let's get to know each other — without a CV
No CV, no cover letter. Just tell us briefly who you are and what you want to do. We'll take care of the rest in a relaxed first meeting.
Martin Rosenbohm
in den Birken 1
32369 Rahden
Telephone: 0577194744
Mobile phone: 01717756054
Email: martin.rosenbohm@geldpilot24.com
