Advisor Life

il y a 1 semaine


LouvainlaNeuve, Wallonie, Belgique Axis Group - HR Advisor Temps plein

Join a unique company in Belgium as a Life Insurance and Pension Advisor
In a dynamic environment, you'll help your customers assess their financial situation and draw up personalized action plans. Thanks to your expertise, you'll provide advice on a wide range of financial products. This rewarding position will enable you to develop a customer portfolio while respecting the values of objectivity and integrity. Take advantage of an open-ended contract, competitive remuneration with bonuses and a friendly working environment. Develop your career in a fast-growing sector and make an impact on your customers' lives

Description

Due to ongoing expansion, we are looking for a Life & Pensions / Investments Advisor for our client.

Responsibilities
  • You will assess your customers' financial and asset situations, analyze their needs and draw up an action plan together;
  • You will advise on a wide range of financial products and services, including investments, life insurance and credit;
  • You offer personalized, independent assistance, helping customers with their financial planning while taking into account tax, legal and inheritance issues;
  • You take account of personal and professional circumstances;
  • On a day-to-day basis, you manage and develop the customer portfolio assigned to you, establishing a relationship of trust and meeting customers face-to-face;
  • You identify and seize opportunities to achieve your business objectives, while respecting customer needs and complying with current regulations.
Your Profile

The ideal candidate:

  • Possesses the certifications required to offer advice to customers in the financial sector;
  • May have at least 3 years' commercial experience in financial advisory services, preferably gained in a banking institution or a large company specializing in finance;
  • Has a bachelor's or master's degree in an economic, legal or commercial field;
  • Demonstrates attentive listening and a high level of empathy with customers;
  • Demonstrates initiative, autonomy and methodical organization;
  • Excellent negotiation skills;
  • Is customer-oriented;
  • Is motivated by the achievement of results and objectives.
Offer

Our client offers:

  • Monthly salary indication: €2501 - €4500;
  • A rewarding position with significant responsibilities;
  • A varied role in a dynamic and friendly working environment;
  • A full-time permanent contract or the possibility of self-employment;
  • A base salary with the possibility of performance-related bonuses;
  • Competitive remuneration with attractive additional benefits.
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