Intellect

1 Job

543 Employees

About the Company

Intellect's mission is to make mental healthcare & wellbeing support accessible for everyone.

We do this by marrying technology with a human touch in a single platform, delivering end-to-end wellbeing support for individuals and organisations alike.

For individuals looking for someone in their corner, Intellect's solution matches the right self-care resources, counsellors and clinical psychologists on any platform: mobile app, desktop, phone call and in-person.

For organisations, Intellect's preventative, science-backed approach has been proven to cultivate thriving workplaces with stronger pulse survey scores, lower turnover, and high client satisfaction.

Today, Intellect is the leading science-backed mental health tech company. Over 4 million members and leading organisations globally trust Intellect to provide personalized, evidence-based wellbeing support.

[Gold] Best Digital Wellness Provider 2023 - Human Resources Online
[Gold] Corporate Wellness Company of the Year 2024 - BeyondActiv
Google’s Best Apps of 2020
LinkedIn Top Startups 2024

Listed Jobs

Company Name: Intellect
Job Title: Holistic Finance(France)
Job Description: **Job Title** Holistic Finance Advisor (Freelance) **Role Summary** Provide remote, video‑based financial consulting covering investments, tax, retirement, debt, cash, and insurance. Develop personalized financial plans, drive client acquisition, and meet sales targets while ensuring regulatory compliance. **Expectations** - Deliver professional advice in 30‑minute video sessions. - Achieve mutually agreed sales quotas for mutual funds, stocks, bonds, etc. - Maintain up‑to‑date knowledge of market trends and regulatory changes. - Build and sustain a client base through networking and lead generation. **Key Responsibilities** - Assess clients’ financial situations and create comprehensive plans. - Advise on debt management, cash flow, insurance, and investment products. - Monitor and adjust financial plans to optimize client outcomes. - Generate leads, cultivate relationships, and close sales of financial products. - Stay informed on industry trends and conduct market research to support recommendations. - Ensure all advice and transactions comply with applicable laws and regulations. - Coordinate with external professionals (solicitors, valuers, providers) as needed. **Required Skills** - Minimum 3 years experience as Financial Advisor or Finance Coach. - Strong analytical ability to interpret financial data and market information. - Excellent communication, negotiation, and presentation skills. - High attention to detail; able to simplify complex concepts. - Proficient with PC applications and database/CRM systems. **Required Education & Certifications** - Bachelor’s or Master’s degree in Finance, Economics, Business, or related field. - Relevant professional certification (e.g., CFP, CFA, or country‑specific accredited qualification).