Summary

Earn up to 40% commission plus €700/year residuals by introducing high-net-worth clients to Generali Group’s institutional tax and wealth optimization advisory service, with mixed leads provided and a 93% client retention rate supporting long-term income growth.

You will be targeting entrepreneurs, internationally active business owners, and HNW individuals—primarily in the UAE, UK, and Canada—who are actively seeking sophisticated tax planning and wealth structuring. The need is measurable and urgent: 92% of private clients expect tax advisory support, yet only 25% feel adequately served.

Our process is simple and structured. You identify and introduce the client, we formalize the agreement and collect the advisory fee, and our institutional team delivers a bespoke tax and wealth optimization report backed by Banca Generali Private and Generfid.

With average deal values between €5,000 and €25,000 and commissions starting at 30% (rising to 40% with performance tiers), plus €700 per year in recurring income for each renewal, this is a model designed for serious professionals building a high-value, scalable income stream.

What kind of agent is suited to this opportunity?

This opportunity is best suited to entrepreneurial, results-driven professionals who are comfortable working in a 100% commission-based environment and engaging sophisticated clients. You should be confident speaking with business owners, internationally exposed professionals, and high-net-worth individuals.

Industry experience in financial services is required. Backgrounds in wealth management, banking, insurance, consulting, or high-ticket B2B advisory sales are particularly advantageous.

Strong networking ability, credibility, and a consultative sales style are essential. You must be comfortable introducing complex, high-value advisory solutions and building trust-based relationships with demanding clients.