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Financial expert

East FlandersHybridHours negotiable<3months

As an independent franchisee, you independently guide clients in home financing, insurance, pension planning, and wealth accumulation. You listen to clients' needs and translate them into a personal financial plan. You follow up on files from A to Z and build lasting client relationships. You combine entrepreneurship with professional financial advice.

What you do

  • Independently guide clients in home financing, insurance, pension planning, and wealth accumulation
  • Listen to clients' needs and translate them into a personal financial plan
  • Follow up on files from A to Z
  • Build lasting client relationships and further develop the office
  • Combine entrepreneurship with professional financial advice

What they ask

  • Possess a bachelor's or master's degree
  • Experience in the banking or insurance sector
  • Be entrepreneurial and want to build your own office, without the uncertainty of a completely new start-up
  • Listen attentively and be able to empathize well with the client's situation
  • Work accurately, be stress-resistant, and enjoy taking responsibility
  • Possess strong communication skills and easily build trust
  • Be digitally skilled and work smoothly with various software applications

Practical

  • Intensive training of at least two months at the organization's headquarters
  • Permanent coaching and further training
  • Access to unique software and digital tools for optimal client advice
  • Freedom and responsibility of independent entrepreneurship, supported by a strong network
  • Support from a family organization with over 25 years of experience and a strong brand name in independent financial advice

How to apply

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