Financieel Adviseur AOV en Leven
Core
Advise and broker complex insurance products (disability, life, wealth building, pensions) for business owners and self-employed entrepreneurs.
Role type
Junior Financial Advisor (Life & Disability)
Builds
Client portfolios and insurance solutions for SMEs and self-employed individuals
Domain
Insurance / Financial Advisory
Deliverable
client delivery
Required skills
Financial advisory, risk assessment, portfolio management, client communication, proposal preparation, administrative processing
Preferred skills
Commercial and advisory skills, proactive planning, stress resistance, curiosity about client drivers
Technologies
Outlook, Excel, Word
Responsibilities
Daily contact with clients and insurers, developing advice and quotes, managing client portfolios proactively, administrative processing, consulting with colleagues
Seniority
Junior, entry-level with 1.5+ years experience