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.

Apply How can I help you?