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Stuur mij 'Dossierbeheerder' jobs in West-Vlaanderen, Oost-Vlaanderen, Antwerpen, Limburg, Vlaams-Brabant, Brussel, Waals-Brabant, Luxemburg, Luik, Namen, Henegouwen
Our client is one of Belgium's largest independent insurance and financial advisory groups, active across 15 offices with more than 250 experts delivering integrated solutions in insurance, pension planning, investments and credit brokerage. They focus on protecting, optimizing and transferring the wealth of individuals, entrepreneurs and companies, supported by a digital platform offering 360 client visibility.
Life & Pension Advisor
Functieomschrijving
- Manage and further develop a client portfolio in life insurance, pension planning, and investment products.
- Conduct in-depth financial and patrimonial analyses and co-create long-term financial plans with clients.
- Provide independent and holistic advice integrating tax law, corporate law and estate planning.
- Ensure regular client meetings, portfolio reviews, and proactive follow-up to strengthen long-term relationships.
- Identify commercial opportunities while respecting legal and compliance frameworks.
- Actively prospect new clients and participate in networking actions, local business communities, and commercial events.
- Collaborate with internal and external specialists (accountants, lawyers, investment advisors).
- Ensure accurate follow-up of all cases until completion and promote cross-selling and up-selling opportunities.
- Maintain up-to-date knowledge of financial and tax regulations.
Profiel
- Holds required accreditations to advise in financial services.
- Minimum 3 years of experience in financial advisory, wealth planning or insurance brokerage.
- Bachelor's or Master's degree in economics, law or business.
- Strong interpersonal skills, active listening and client orientation.
- Autonomous, structured, analytical and solution-driven.
- Negotiation skills and commercial acumen.
- Motivated by measurable results and long-term client impact.
- Enjoys teamwork and cross-functional collaboration.
Aanbod
- A meaningful advisory position with real responsibility and impact on clients' financial futures.
- A varied role inside a dynamic and supportive working environment.
- A permanent full-time contract or independent consultant status.
- A competitive fixed salary complemented by performance-based bonuses.
- Attractive benefits package and access to high-quality financial products and tools.