Freelancer profile translated to English.
Back to original languageAbout Maxime
Maxime, 28 years old, insurance intermediary and agency manager. I support clients in achieving their goals. I start with a situation analysis including a comprehensive study of their objectives, current financial and family situation, then I study and propose adapted solutions in line with their needs.
Appointments are free and without obligation, and last between 45 minutes and 1 hour.
Appointments can be in-person or via video conference, depending on preference.
I am available 7 days a week and flexible with hours to best adapt to clients.
French
Native or bilingual
Can work on-site
Rennes (up to 50km)
Experience
- OVB Conseils en Patrimoine France SàrlInsurance IntermediaryJune 2021 - Today (5 years)Rennes, France
- Prudenzia ImmobilierReal Estate Investment AdvisorNovember 2020 - March 2021 (4 months)Rennes, FrancePRUDENZIA IMMOBILIER agency specializes in SUPPORTING real estate investors wishing to carry out PROFITABLE, TURNKEY projects, in complete SECURITY. We support individuals and business leaders who wish to invest and maximize the use of bank leverage to DIVERSIFY and SECURE their assets.➡️ All our projects are CO-CONSTRUCTED with our clients to deliver a project that meets the objectives we have set together. Each project we deliver to our clients is at least SELF-FINANCED (8% return).
- SARL SAINT ELOI PATRIMOINERental Management AgentSeptember 2019 - November 2020 (1 year and 2 months)
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Education
- Bachelor's Degree, Real EstateUniversity of Rennes I2019Licence, Immobilier
- Higher National Diploma, Real EstateRené Descartes High School RENNES2018Brevet Technicien Supérieur, Immobilier
Skill set (9)
Categories
- Other