Elio M.-Trainee Financial Advisor
Check rate
Experience
Trainee Financial Advisor
Swiss Life Select
- Advising private individuals and SMEs in the areas of retirement planning, insurance, and investments
- Developing individual financial strategies
- Acquiring new customers
Self-employed Freelancer
e-mare Company
- Developing digital learning content and online training
- Customer consulting and project management
Financial Advisor / Trainer / Planner / Developer
MEV Schweiz AG
- Customer support
- Planning of training and courses as well as trainers
- Customer acquisition and customer contact
- Social media
- Development of learning materials
- Customer calls by phone
Locomotive driver in freight transport / Safety staff in railway operations
MEV Schweiz AG
- Worked, among other things, as a locomotive driver and safety staff in railway operations
Industry experience
See where this freelancer has spent most of their professional time.
Experienced in Transportation, Education, Insurance, and Professional Services.
Business area experience
See which departments and functions this freelancer has contributed to most.
Experienced in Logistics, Operations, Customer Service, Product Development, Marketing, and Finance.
Summary
Advisor with strong practical experience, digital skills, and a special sense for customer needs.
Many years of experience in adult education and project management.
Working in insurance and retirement planning since 2024 – with the goal of developing holistic and sustainable solutions.
Skills
- Financial Advisory
- Trainer / Planner / Developer
- Customer Support
- Planning Of Training And Courses
- Trainer / Customer Acquisition / Customer Contact
- Social Media
- Development Of Learning Materials
- Customer Calls By Phone
- Adobe Photoshop
- E-Learning Tools
- Ms Office
- Front-End
- Back-End
- Web Design
- Various Programming Languages
- Driver'S License Class B
- Voluntary Role As Board Member Of Minnesota Vikings Fans Germany E.V.
Languages
Education
Medam GmbH
Apprenticeship as an industrial mechanic · Lörrach, Germany
August-Macke-Schule
Secondary school leaving certificate · Kandern, Germany
Certifications & licenses
Certified Insurance and Retirement Planning Advisor IAF
Swiss Life Select Switzerland
klubschule Migros, Basel
SVEB Certificate Course Instructor
klubschule Migros, Basel
Driver's license class B
August-Macke-Schule, Kandern
Statistics
Experience
Global experience
Expertise
Qualifications
Profile
Frequently asked questions
Have questions? Find more information here.
Elio is based in Eimeldingen, Germany.
Elio speaks the following languages: German (Native), English (Advanced), Italian (Advanced).
Elio has at least 16 years of experience. During this time, Elio has worked in at least 4 different roles and for 3 different companies. The average length of individual experience is 4 years and 11 months. Note that Elio may not have shared all experience and actually has more experience.
Based on recent experience, Elio would be well-suited for roles such as: Trainee Financial Advisor, Self-employed Freelancer, Financial Advisor / Trainer / Planner / Developer.
Elio's most recent position is Trainee Financial Advisor at Swiss Life Select.
In recent years, Elio has worked for Swiss Life Select, e-mare Company, and MEV Schweiz AG.
Elio is most experienced in industries like Transportation, Education, and Insurance. Elio also has some experience in Professional Services.
Elio is most experienced in business areas like Logistics, Operations, and Customer Service. Elio also has some experience in Product Development, Marketing, and Finance.
Elio has recently worked in industries like Transportation, Education, and Insurance.
Elio has recently worked in business areas like Logistics, Operations, and Customer Service.
Elio attended Medam GmbH.
Elio has 4 certificates. Among them, these include: Certified Insurance and Retirement Planning Advisor IAF, Course Instructor AdA FA-M1, and SVEB Certificate Course Instructor.
The availability of Elio needs to be confirmed.
Daily rate distribution
The rates shown represent the typical market range for freelancers in this position based on recent contracts on our platform.
Average rates for similar positions
Rates are based on recent contracts and do not include FRATCH margin.
The average daily rate is the mean of all daily rates from recent contracts of comparable freelancers on our platform.
The median daily rate is the middle value of all daily rates — half of comparable freelancers charge less, half charge more. Unlike the average, it is barely affected by outliers.
Calculated based on our freelancers’ daily rates as of 7 Sep 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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