1 meilleure offre (adviseur verzekeringen, oostende, vlg) (à pourvoir)

Expert Adviseur Kredieten en Verzekeringen regio Oostende
bpost —Ostende
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Expert Adviseur Kredieten en Verzekeringen regio Oostende
bpost —Ostende
Promouvoir, conseiller et conclure la vente de produits bancaires et d’assurance conformément aux réglementations IDD, MiFID, FSMA et compliance.
il y a 4 jours

Je souhaite recevoir la dernière alerte Emploi pour les postes de ce type : adviseur verzekeringen (oostende, vlg)

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Expert Adviseur Kredieten en Verzekeringen regio Oostende

bpost -
Ostende

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Détails de l'emploi

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Description complète du poste

What will you do?

Achieve the predefined objectives of the assigned office(s) by offering and selling the banking and insurance products, solutions, and services of the Banking Partner(s).
Manage and further develop the client portfolio.
Intervene in more complex cases and support less experienced colleagues to help them achieve their assigned objectives.
Act as person responsible for distribution for both credit intermediation and insurance distribution in order to comply with FSMA requirements.

1. Offering and selling banking and insurance products and services :

Manage the office client portfolio (CRM, Bankstation, commercial image, etc.), contact clients and schedule appointments
Execute and follow up on sales actions based on commercial campaigns (telephone follow-ups, lead follow-ups, etc.)
Acquire new clients by analysing, discussing, and initiating leads from commercial staff / office managers
Contribute to the action plan with the Bank Manager Retail based on the analysis of sales results and figures (individual and group results)

Conduct sales interviews:

Identify financial needs
Promote, advise, and close sales of banking and insurance products in compliance with IDD, MiFID, FSMA, and compliance rules
Detect opportunities for additional products and generate leads for/from the office manager
Perform operations related to banking and insurance products and services and correctly use the available supporting tools

2. Achieving commercial objectives (in collaboration with the Bank Manager Retail) :

Be responsible for achieving own sales targets and co-responsible for the targets of the region
Analyse and report sales activities and results to the Bank Manager Retail
Discuss sales activities and results and initiate corrective actions based on insights gained
Participate in commercial meetings and banking trainings
Report outcomes of client meetings to the commercial staff / office managers who provided the leads
Organise meetings with office managers to exchange information and optimise portfolio management
Contribute to gathering and sharing client, market, and competitor information
Train office managers on specific products while gathering operational information
Act as operational liaison officer between the retail network and the banking management structure

3. Development :

Stay informed about new banking and insurance products of the Banking Partner(s) and related procedures
Continuously develop personal skills
Share best practices with colleagues
Support and guide (new) colleagues
Maintain good collaboration with office managers and commercial staff
Provide feedback and solutions to optimise banking sales processes

4. Compliance with legal and internal regulations :

Comply with all legal obligations, internal codes of conduct, procedures, and rules applicable to banking, insurance, and credit intermediation, with specific attention to:

IDD and MiFID regulations in the advisory and sales of investment products (consumer protection)
Anti-money laundering and anti-terrorist financing legislation
Management of conflicts of interest

Ensure:

Supervision of (senior) credit and insurance advisors to comply with FSMA requirements regarding the distribution of banking products and services
Compliance with current regulations on credit intermediation and insurance distribution
Follow-up of operational risk controls and implementation of corrective measures if needed
Coaching and advising colleagues (senior) credit and insurance advisors in credit intermediation and insurance distribution
Acting as SPOC for assigned colleagues
Ensuring proper cascade of relevant information to assigned colleagues
Coaching other (senior) credit & insurance advisors

Who are you?

Strong knowledge of sales techniques related to banking and insurance products and services of the Banking Partner(s).
Strong knowledge of the financial market and of branch procedures related to the sale of banking and insurance products.
Basic understanding of the functioning and organization of the Retail network.
In possession of the required certifications, particularly for credit intermediation (consumer credit and mortgage loans) and insurance distribution (Life and Non-Life), including registration as a person responsible for the distribution of insurance products, in order to meet the legal requirements to perform the role.

What do we offer?

Like a long-awaited parcel, we want to make you feel welcome and valued. Our offer includes a competitive monthly salary, that goes without saying. On top of that, you can count on:

Meal vouchers of €8 per working day
Hospitalization-, group- and disability insurances
Work/life balance, thanks to flexible working hour
20 days of statutory leave and 7 additional extralegal days off
An end-of-year and performance-based bonus and double holiday pay
Many benefits from more than 100 bpost-partners

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adviseur verzekeringen emplois - oostende, vlg

Expert Adviseur Kredieten en Verzekeringen regio Oostende

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Je souhaite recevoir la dernière alerte Emploi pour les postes de ce type : adviseur verzekeringen (oostende, vlg)

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