Insurance Advisor

Function

You guide clients with their insurance needs, think proactively and look beyond the immediate question. In doing so, you have the space to discover commercial opportunities and approach clients proactively.

Your responsibilities will include the following, amongst other things:

• You advise private clients on BOAR insurance and seeks solutions that match their personal situation.
• You map out clients' needs and are not afraid to ask targeted follow-up questions.
• You discuss existing insurance policies and identify where optimisations or additional solutions are possible.
• You draw up quotations and guide clients through taking out their insurance policies.
• You follow up on clients and files from A to Z.
• You maintain existing client relationships and continue to develop them.
• You actively identify commercial opportunities and are not afraid to contact clients yourself.
• Also cold prospecting does not deter you when this fits within the commercial operations.
• You work closely with colleagues within the office and contribute to the further growth of the client portfolio.
• You ensure the correct administrative processing and follow-up of your files.

Profile

We are not looking for a school leaver who is still taking their first professional steps. Rather, someone who has already gained some experience and is ready to apply it in a commercial advisory role within insurance.

• You preferably have experience within the insurance sector, ideally within BOAR.
• Experience at another bank is not a must. Professional experience outside the banking world can also be of interest.
• You have a distinct commercial mindset and draws energy from client contact.
• You are proactive and spot opportunities without needing constant direction.
• You are not afraid to ask follow-up questions and can connect a client's various needs.
• You are sociable, open and easy to get along with.
• You are commercially minded without being a typical hard seller. You convince primarily through good advice and a personal approach.
• You are down-to-earth and have both feet firmly on the ground.
• You work independently but are also a real team player.
• You are willing to keep learning and to further develop your knowledge within insurance.
• A PCP certificate is a welcome bonus. PCP in training is certainly open for discussion.
• A specific diploma is less important than your experience, commercial capabilities and motivation.
• You speak Dutch well. In French, you can get by sufficiently; perfection is not required.
• You are sociable, energetic, entrepreneurial and results-oriented.

Don't see some of the above in your area of expertise and hesitate to respond? Don't let this put you off and contact us to coordinate further via finance.aalst@ctrl-f.be or by calling +32 9 240 99 60.

Organisation

At CTRL-F Finance, we create daily connections between finance professionals and challenging positions in various sectors. Our extensive network includes offices, companies and most importantly, talented individuals. Our approach is both professional and personal, fully focused on the candidate. As we focus entirely on financial positions, we currently have an abundance of opportunities. Do not hesitate to contact us if you are interested. We are ready to discuss all options with you and work together to find the perfect job for you!

If you apply for this vacancy, you’ll be joining a local finance office in Liedekerke where personal advice and long-term client relationships are central. The office is looking for someone who not only guides existing clients effectively, but also actively thinks about the further development of the portfolio. You will join an accessible environment where a commercial mindset is welcome, as long as it is combined with an authentic and client-focused approach.

Offer

Here you get the opportunity to further develop an existing client portfolio and create new commercial opportunities yourself. A role for someone who enjoys giving advice but is also not afraid of a commercial challenge.

• A commercial advisory role with a focus on BOAR insurance.
• Plenty of direct client contact and room to build long-term client relationships.
• A varied client portfolio with different needs and profiles.
• An environment where initiative and commercial ideas are welcome.
• Room to further develop yourself within insurance.
• A local office with a personal and accessible approach.
• An attractive remuneration package in line with your experience and skills.