Account Manager Life & Finance

Recruitment Solutions; Brussel Hoofdstad; On-site; EUR 65,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits package

Company car

Commission

Ongoing professional training

Job summary

Recruitment Solutions SRL is seeking an Account Manager – Life & Finance to develop a portfolio of private clients, self-employed professionals and SME executives in life insurance, supplementary pensions, and investment solutions.

The role focuses on prospecting, needs analysis, tailored recommendations, and managing the sales cycle through to policy subscription, with regulatory compliance and regular client conferences.

Qualifications

• At least 5 years of sales experience in life insurance and investments.
• Strong knowledge of life insurance products and pensions.
• Fluency in French; Dutch language skills are assets.
• FSMA knowledge or to be completed within the timeframe; valid category B licence.

Responsibilities

• Develop the existing client portfolio and acquire new clients through prospecting and networking.
• Analyse clients’ needs and recommend solutions tailored to their circumstances.
• Manage the sales process through to policy subscription, with support from technical account managers.
• Organise and host client conferences.
• Monitor the sales pipeline in the CRM and ensure the quality and regulatory compliance of the advice provided.

Skills

Sales experience

Persuasion

Attention to detail

Independent working

Client advisory

French language

Education

FSMA knowledge (required or to be completed)

Job description

My client is looking for an Account Manager – Life & Finance to develop its portfolio of private clients, self-employed professionals and SME executives in life insurance, supplementary pensions and insurance-based investment solutions.

Your Responsibilities

• Develop the existing client portfolio and acquire new clients through prospecting and networking.
• Analyse clients’ needs and recommend solutions tailored to their individual circumstances and profiles.
• Manage the sales process through to policy subscription, with support from technical account managers.
• Organise and host client conferences.
• Monitor the sales pipeline in the CRM and ensure the quality and regulatory compliance of the advice provided.

Your Profile

• At least 5 years of sales experience in life insurance and investment products, gained in banking, an insurance company or brokerage.
• Strong knowledge of life insurance products, supplementary pensions and the relevant Belgian tax regulations.
• Proven sales results and demonstrated experience in client prospecting.
• Ability to work independently, strong advisory skills, attention to detail and excellent persuasion skills.
• Fluency in French; Dutch language skills and an established network of referral partners are assets.
• Professional knowledge required by the FSMA for this role, either already acquired or to be completed within an agreed timeframe; valid category B driving licence.

Compensation & Benefits

Competitive salary + comprehensive benefits package + company car + commission + ongoing professional training.