Advisor Employee Benefits
Join a dynamic company as an Employee Benefits Advisor! In this role, you will be responsible for managing a client portfolio, building trusting relationships, and offering customized solutions. Your skills in prospecting and negotiation will enable you to attract new clients and grow assets under management. Enjoy a stimulating work environment, with a competitive salary and attractive commissions. If you have at least 3 years of experience in financial consulting and a passion for customer satisfaction, this position is for you. Apply now and make a difference!
Description
- Proactively manage a portfolio of existing clients;
- Regularly meet with clients to keep them informed and offer personalized solutions tailored to their specific needs, in collaboration with a financial partner;
- Contribute to increasing assets under management, ensure proper portfolio management, and keep clients regularly informed to foster their loyalty;
- Prospect for new clients with enthusiasm and diligence;
- Actively participate in recommended sales initiatives, events, and networking activities;
- Play a key role in local networks to support the company’s positive commercial image;
- Follow up on every initiated case until completion, ensuring rigorous monitoring;
- Conduct cross-selling and up-selling initiatives with other departments and colleagues;
- Stay informed of developments in tax and financial legislation to ensure up-to-date expertise.
Your profile
- Holds the necessary certifications to provide financial advice to clients;
- Has at least 3 years of professional experience in the financial advisory sector;
- Holds a bachelor’s or master’s degree in economics, law, or business;
- Demonstrates strong listening skills and empathy toward clients;
- Demonstrates strong initiative, as well as a keen sense of autonomy, rigor, and organization;
- Possesses strong negotiation skills;
- Focuses primarily on client satisfaction and needs;
- Is motivated by achieving results and overcoming challenges.
Offer
- Monthly salary indication: € 3501 - € 5000
- A fulfilling role with a wide range of responsibilities;
- A rewarding position in a dynamic and pleasant work environment;
- A full-time permanent contract or the option to work as a freelancer;
- A competitive base salary, plus the opportunity to earn commissions;
- Attractive compensation, complemented by appealing additional benefits.