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Financial expert

BrusselsHybridHours negotiable<3months

As an independent entrepreneur, you independently guide clients in home financing, insurance, pension planning, and wealth accumulation. You combine entrepreneurship with professional financial advice.

What you do

  • Listen to client needs and translate them into a personal financial plan
  • Follow up on files from A to Z
  • Build lasting client relationships
  • Further develop the office

What they ask

  • Bachelor's or Master's degree
  • Experience in the banking or insurance sector
  • Entrepreneurial spirit and the desire to build your own office
  • Attentive listening and ability to empathize with the client's situation
  • Accurate, stress-resistant, and takes responsibility
  • Strong communication skills and easily builds trust
  • Digitally skilled and proficient with various software applications

Practical

  • Intensive training of at least two months, followed by continuous coaching and further education
  • Unique software and digital tools to optimally advise clients
  • Freedom and responsibility of independent entrepreneurship, supported by a strong network

How to apply

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