Conseiller retraite junior 3a/3b, hybride

Conduct financial and pension planning consultations for individuals, focusing on 3a/3b plans, ETF savings, and retirement budgeting. Analyze client needs to prepare tailored proposals and manage case files within the CRM. Schedule and execute both online and in-person appointments based on geographic zones while building structured, long-term client relationships. Operate in a hybrid model with flexible hours, offering free internal training and VBV certification opportunities. No insurance products are sold; clients are not pre-assigned.