Tax Investment and Insurance Advisor

Which skills & talents will you use?

• accuracy
• Analytical software applications (e.g. Excel)
• Communication
• Critical thinking
• Interpersonal skills

Which intrinsic interests will you be able to use and explore further?

• Conventional
• Investigate
• Social

What will you do?

As tax investment and insurance advisor, you are the client’s point of contact. You provide tailor-made advice on tax investments as well as insurance. Together with your team, you manage a client portfolio and, in collaboration with the account managers, you proactively deepen it. Your permanent workplace is in our offices in the Brussels or Wavre region.

You are an expert in the field of tax investments and insurance. You take your advice directly with the client via (usually) a digital conversation. You convince the client and close a sale arising from your advice. By opening up the conversation, you will touch on insurance topics related to investments (e.g. IPT, VAPZ, POZ, etc.) as well as disability, damage and death (e.g. debt balance, fire insurance, turnover insurance, etc.) .

You are responsible for good communication between all parties involved. You take the initiative to help our account managers deepen their portfolios in terms of the components within your expertise. You have both a commercial and a supportive responsibility. You maintain good contact with, and follow up on the actions of, our external partners in order to provide the customer with excellent service.

You are jointly responsible for the follow-up of an administrative task package. You always think in the interest of efficiency, you signal imperfections and you help focus on a good distribution of work within the team.

Salary package

• Competitive salary package

Which career drivers will you be able to aspire?

• Healthy work-life balance
• Professional/Technical excellence
• Team work

These are the boundary conditions

• Fulltime
• Minimum experience: 1-3 years, 3-5 years, No work experience, Senior
• Languages needed: Dutch

Where will you work?

Our partner is a bank for entrepreneurs and the liberal professions. They look at the bigger picture for their clients: professional and private. Consequently, their activities are at the interface of private and corporate banking.

In terms of corporate culture, they are not comparable to other banks: an entrepreneurial & hands-on mentality, room for input from everyone, a collegial atmosphere and a good balance between autonomy and learning opportunities. 

They won the Great Place to Work award several times in a row. In short, a human organisation that actively supports employees to reach their full potential.