Required skills
Languages: German
Job description
A fee-based financial advisor is seeking freelancers to generate qualified leads from individuals interested in independent financial advice. The freelancer will be responsible for lead generation using their own methods, with compensation based on successful mandates.
Project overview
Lead Generation – Fee-Based Financial Advice (§34h)
About Me
I am Manuel Brand, an independent fee-based financial advisor according to §34h GewO with my consultancy HofiBe (hofibe.de) in Kohlberg near Nürtingen. I advise private and business clients on wealth accumulation and retirement planning. I work exclusively on a fee basis, without product commissions and without sales pressure. My clients pay for honest advice, not for a product.
What I'm Looking For
I am looking for freelancers who can provide me with qualified inquiries from people who want independent financial advice. How you do it is up to you: content, social media, ads, network, cooperations, events, or your own ideas. The only important thing is that it is legal and reputable.
Framework Conditions (Non-negotiable)
Compensation
Payment is exclusively performance-based:
?? % of the advisory fee for each referred contact that results in a paid mandate
For ongoing support, participation in follow-up fees is possible: [Details].
Why performance-based? Because then both sides pull in the same direction. In the SEO and web sector, I already work successfully with this model, and I enjoy working with people who are convinced of their own work.
What You Should Bring
Interested?
Write me briefly how you would proceed and what experience you have. I look forward to your ideas.
Job facts: Direct client project
- Only legally compliant methods according to UWG and DSGVO: no cold calling by phone, email, or messenger without prior consent, no purchased address lists
- Every lead must have demonstrably agreed to be contacted by me
- You do not provide financial advice and do not make product recommendations. Your role is that of a referrer: you establish the contact, I handle the advice
- Transparent and honest communication, no false promises about returns or results
- optional: [X] € per attended initial consultation
- Experience in marketing, sales, or lead generation, ideally in the financial or service sector
- Independent, reliable way of working
- Understanding of the target group: people interested in wealth accumulation and retirement planning, including self-employed individuals and entrepreneurs
- Preferably with references or examples of previous projects
Project details
- Start: ab sofort
- Remote: remote
- Location: Deutschland, DE
- Languages: German
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