Freelancer profile translated to English.

Description

Audit & optimization of social protection for your VSE/SME clients — Outsourced CFO Partner

You manage the financial performance of your VSE/SME clients. Social protection — health, provident, retirement — often represents one of their heaviest and least controlled cost items.

As an independent, multi-company insurance broker, I work alongside you to audit, renegotiate, and optimize your clients' coverage without conflicts of interest, and at no initial cost to them.

What I concretely bring:

• A complete and free audit of existing contracts (group health, provident, retirement)

• A multi-company benchmark to identify the best market alternatives

• Concrete savings on contributions, often 15% to 40%, without degrading coverage

• Multi-scheme retirement rights management for executives and self-employed individuals

• Long-term support: annual review, claims management, legal evolutions

My intervention positions you as a CFO who truly optimizes all your clients' expenses, not just accounting and tax.

First free consultation · 30 min · Video or in-person · No commitment

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Paris (up to 50km)

plan et cap
Social protection consultant
CONSULTING AND AUDITS
May 2026 - Today (1 month)
Paris, France
Independent insurance broker, I advise business leaders, self-employed individuals, and VSE/SME clients on all aspects of their social protection: health, provident, retirement, and management of acquired rights.
My positioning is simple: I don't sell contracts, I architect solutions. Each mission begins with a complete audit of your situation to identify over-coverage, blind spots, and optimization levers — before any recommendation.
Thanks to my multi-company access, I identify the best market combinations without conflicts of interest. Result: enhanced protection, often at a lower cost.
I also assist my clients in liquidating their retirement rights — career reconstruction, multi-scheme coordination, optimal retirement timing.