Freelancer profile translated to English.

Description

I can offer you my services in 4 different areas:

- Sales team management: Business developer, team builder, performance driver, I have several strings to my bow to lead your sales teams to success.

- Human resources: Support in structuring HR for small businesses, creation of recruitment processes, job descriptions, implementation of recruitment campaigns, follow-up of annual reviews, motivation, employee integration, management training.

- Wealth management: Wealth assessment, objective clarification, wealth strategy creation, portfolio analysis, financial allocation construction, support in real estate investment... Without having any product to sell, thus in a transparent approach.

- Retirement preparation: Retirement assessment, career analysis, forecasting, calculation of retirement age and amount, study of complementary solutions.

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Lyon (up to 50km)

AG2R LA MONDIALE
Project Manager, Accounting Network
BANKING AND INSURANCE
July 2024 - Today (1 year and 11 months)
Development of a network of business introducers: managing a network of partner accountants, content creation, webinar hosting, in-office meetings, generating business for sales advisors throughout the country.
Develop business introducers
AG2R LA MONDIALE
Savings and Allocation Referent, Lyon
BANKING AND INSURANCE
January 2022 - Today (4 years and 5 months)
Lyon, France
Working on the wealth strategy of clients with referent advisors, creating customized allocations based on their objectives, disseminating information to sales advisors, training...
Wealth Management Consulting Creation of financial allocation for wealth management clients
AG2R LA MONDIALE
Operational Manager, Professional Clients
BANKING AND INSURANCE
February 2020 - Today (6 years and 4 months)
Supporting a team of sales representatives targeting professionals, self-employed individuals, SMEs... recruiting, training, driving, supporting performance.