Freelancer profile translated to English.

Description

I have been a savings advisor for 4 years, I assist people with deaths, arbitrations, payments, and tax declarations for the deduction of payments. I help and advise people with tax reductions and wealth transfers. I am attentive to your desires, I am here to help you grow your savings.

Languages

French
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Audit pharm
Third-party payment manager
BANKING AND INSURANCE
February 2025 - February 2025
Artigues-près-Bordeaux, France
Management of third-party payment pharmacy portfolio, follow-up with mutual insurance companies and CPAM. Client follow-up. CPAM electronic transmission.
Pharmacy Technician Graduate
axa
Savings Advisor
BANKING AND INSURANCE
September 2022 - Today (3 years and 9 months)
Saint-Loubès, France
Savings advisor AXA life insurance. I can advise you and support you in your savings procedures in all areas from insurance to retirement contracts. Minimize taxation.
AMF