Life insurance and investment adviser

Function

As a Client Advisor Life & Invest, you will be responsible for both management and advice within your client portfolio.

• Managing and following up files related to life insurance and investments
• Advising around retirement savings, long-term savings and wealth accumulation
• Explaining tax and financial aspects to clients
• Proactively contact customers and detect opportunities
• Building long-term relationships with entrepreneurs and individuals
• Contributing to the further development of the Life & Invest section
• Collaborating with insurers and in-house specialists

You are not a pure administrator here, but a substantive sparring partner with commercial reflex.

Profile

You know what you are talking about and also dare to sell it.

• Experience within life insurance and/or investment solutions
• Strong knowledge of 2nd and 3rd pillars (pension accrual)
• Commercial attitude combined with technical baggage
• Customer-oriented and communicatively strong
• Independent and proactive
• Interest in financial markets and investments
• Bachelor level of thinking

Not an entry-level role - they are looking for someone who can keep up with content while convincing customers.

Don't see some of the above in your area of expertise and hesitate to respond? Don't let this deter you and contact us to coordinate further at finance.west@ctrl-f.be or on +32 50 44 47 13.

Organisation

You will join a leading independent insurance broker in Belgium, operating from multiple offices. They are known for their objective advice based on market analysis and their strong focus on entrepreneurs, the self-employed and individuals.

The organisation combines scale with a family approach:

• Personal customer relationships are key
• Open and honest communication is the norm
• Integrity and commitment are not empty words, but daily practice

With headquarters in the Roeselare region and a network of offices, they build lasting customer relationships and quality advice every day.

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!

Offer

You will be in a role with substance, autonomy and growth potential.

• Attractive salary package according to experience
• Extra-legal benefits (meal vouchers, group and hospitalisation insurance)
• Flexible hours and possibility of 4/5
• Strong training opportunities within an expert environment
• Working in a professional and family team
• Impactful position with room for initiative
• Growing organisation with vision for the future

Are you the life insurance and investment advisor we are looking for? Then apply now!