Financial Guide
il y a 2 semaines
Als Financial Guide ben jij het aanspreekpunt voor ons cliënteel. De leider van hun financiën.
Wat doe je precies?
- Het verwerken van leads met gouden handschoenen
- In tandem staan met je collega’s om cliënteel te begeleiden op hun financieel pad
- Prospecten de meerwaarde laten zien van ons aanbod
- Je plant zelf je afspraken waardoor je al een eerste contact hebt gehad met de prospect.
- Je volgt intensief onze webinars, seminars en opleidingen zodat je zelf op de hoogte blijft van alle nieuwigheden.
- Jij ziet linken tussen de verschillende takken i.f.v. de doelstellingen van de cliënt.
- Je creëert een financiële toekomst waar doelen, noden en behoeften veruit op nummer één staan.
Hoe sta jij in het leven?
- Je bent in hart en nieren een professional.
- Je neemt je leven in handen en hebt verantwoordelijkheid
- Je zet je tanden in doelstellingen en zet door tot ze bereikt zijn. Je kan creatief en proactief denken waardoor je out of the box oplossingen bedenkt om je doelen te bereiken.
- Communiceren doe je op een gepaste wijze.
- Je weet wanneer je discreet moet zijn.
- Je bent steeds VOOR een cliënt.
- Wanneer jij je woord geeft, weten derden dat ze op jou kunnen rekenen.
- Je kan omgaan met feedback en targets.
- Je bent commercieel aangelegd.
- Je weet als geen ander hoe je in een team moet functioneren.
- Wanneer jij aan iets begint, zal je er alles aan doen om dit correct af te ronden.
Welke competenties en kennis heb jij hiervoor nodig?
- Bovenstaande criteria zijn de basisfundamenten
- Je beschikt over een werkervaring in de financiële sector
- Je kan je kennis verwoorden in een menselijke en heldere taal
Wat bieden we aan?
- Een voltijdse job in een toffe bedrijfssfeer
- Opvolging, begeleiding en ondersteuning
- Een aantrekkelijk loon, ja dit is bespreekbaar
- Uitgebreide mogelijkheden tot doorgroeien
- Een flexibel werkschema
SOLLICITEREN
Ben jij de financial guide die wij zoeken? Stel je kandidaat door te solliciteren via het formulier op deze pagina. We nemen heel snel contact met je op
**Jouw **profiel**:
**Sociaal contact**:
Afspraken inplannen en adviesgesprekken uitvoeren met bestaande en nieuwe klanten.
**Onafhankelijk**:
Financieel advies in volledige onafhankelijkheid
**Gestructureerd**:
Opmaken van een integraal vermogensplan verijst een zeker structuur.
**Kritisch**:
Optimalisatie en opvolging van de klanten dossiers met een kritische kijk om samen te groeien.
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