Financial expert

• You independently guide clients with home financing, insurance, pension planning, and wealth accumulation.
• You listen to your clients' needs and translate them into a personal financial plan.
• You follow up on files from A to Z.
• You continue to build sustainable client relationships and further develop the office.
• You combine entrepreneurship with professional financial advice.

What they ask

• You hold a bachelor's or master's degree.
• You have experience within the banking or insurance sector.
• You are entrepreneurial and want to build your own office, without the uncertainty of a completely new start-up.
• You listen attentively and can empathize well with the client's situation.
• You work accurately, are stress-resistant, and enjoy taking responsibility.
• You possess strong communication skills and easily build trust.
• You are digitally proficient and work smoothly with various software applications.

• A unique opportunity: the takeover of a successful office with an existing client portfolio, proven turnover, and immediate income.
• Intensive training of at least two months at the organization's headquarters, followed by continuous coaching and further education.
• Unique software and digital tools that allow you to optimally advise clients.
• The freedom and responsibility of independent entrepreneurship, supported by a strong network.
• The strength of an organization with over 25 years of experience and a strong brand name in independent financial advice.