Insurance Advisor

Function

As an Insurance Adviser, you will become a familiar face to customers at an independent bank branch. You will guide them through their insurance needs and actively help to build a sustainable customer portfolio. You will also be given the opportunity to expand your role further, for example into investments.

Tasks

• Advising clients on insurance solutions that suit their personal circumstances
• Building and maintaining long-term customer relationships
• Actively following up with existing customers and their insurance needs
• Identifying new business opportunities during customer meetings
• Independently following up on cases and appointments
• Thinking alongside customers and taking the conversation beyond the original question
• Working with colleagues within the firm to provide clients with the most comprehensive financial advice possible
• To explore a second area, such as investments, in due course

Important: The focus is on consultancy and production. Claims management is not part of this role.

Profile

You’re sociable, business-minded and, above all, someone who wants to get ahead. You don’t need to be a smooth-talking salesperson. You do, however, need to be someone who takes the initiative, isn’t afraid to approach customers and enjoys delivering results.

You recognise yourself (largely) in the following:

• You must have at least a bachelor’s degree
• Experience in the insurance or financial sector is a major asset
• Having a PCP qualification is a bonus; undertaking PCP training is certainly something to discuss
• You have a commercial mindset, but you prefer to offer advice rather than resort to hard selling
• You find it easy to connect with people and have a good sense of what a customer needs
• You work independently and take the initiative without being asked
• You stay calm when the pressure mounts and know how to prioritise
• You have the drive to go for results
• You are flexible, enjoy working with others and help to create a positive team atmosphere
• You speak Dutch fluently and have a strong knowledge of French
• Knowledge of English is a bonus, but not a requirement

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 at finance.aalst@ctrl-f.be or on +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!

You’ll be joining an independent branch where personal contact and an entrepreneurial spirit are key. It’s the ideal environment for someone who enjoys taking on responsibility, getting to know customers properly and doesn’t wait for someone else to tell them what to do.

Offer

This isn’t a job where you simply tick items off a list. You’ll be given the opportunity to build up your client base, take the initiative and develop your skills further.

What can you expect?

• A full-time role at an independent bank branch
• A varied role involving customer contact, with scope for commercial initiative
• Opportunity to expand your expertise into a second financial pillar
• An attractive remuneration package tailored to your experience
• Extralegal benefits
• A supportive working environment with a variety of personalities and a strong team spirit
• Opportunities for training and further professional development
• A role offering responsibility and sufficient autonomy