This assignment involves taking over a successful existing office within an organization specializing in financial advice. You will build upon a strong commercial foundation with an existing client portfolio, proven results, and a stable revenue stream. The role offers the opportunity to make a lasting impact on clients' lives by helping them realize their dreams.
What you do
As an independent entrepreneur, you will independently guide clients with:
- Housing finance
- Insurance
- Pension planning
- Wealth accumulation
You listen to client needs and translate them into a personal financial plan. You follow up on files from A to Z. You build lasting 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.
- Experience within the banking or insurance sector.
- Entrepreneurial spirit and the desire to build your own office, with the security of an existing foundation.
- Attentive listening and empathy for the client's situation.
- Accuracy, stress resistance, and a sense of responsibility.
- Strong communication skills and the ability to build trust.
- Digitally proficient and comfortable with various software applications.
Practical
- Takeover of a successful office with an existing client portfolio and immediate income.
- Intensive training of at least two months at the head office, followed by continuous coaching and further education.
- Access to unique software and digital tools for optimal client advice.
- Freedom and responsibility of independent entrepreneurship, supported by a strong network.
- Support from an organization with extensive experience in independent financial advice.
How to apply
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