Freelancer profile translated to English.
Back to original languageAbout Quentin
With 10 years of experience, I assist individuals and companies in financial optimization, social protection, and wealth management strategy. From client portfolio management to negotiating with companies, I leverage my expertise to provide tailor-made solutions. Passionate about client relationships and business development, I am attentive to your needs with rigor and pedagogical approach. 🚀
French
Native or bilingual
Remote only
Primarily works remotely
Experience
- NBK Patrimoine & PrévoyanceInsurance BrokerBANKING AND INSURANCEOctober 2024 - Today (1 year and 8 months)Assisted over 60 clients (created client portfolio) Managed assets of €80,000 (life insurance, retirement plan) Searched for solutions (from 24 companies) Negotiated with companies (custom contracts) Searched for partners/referrers Recruited and managed independent representatives Digital communication social media (Instagram, LinkedIn, Google)
- Axa Prévoyance & PatrimoineGeneral AgentOctober 2023 - October 2024 (1 year)Assisted 20 clients (created client portfolio) Performed wealth audits (assets/liabilities), financial optimization Presented wealth balance sheets with investment savings solutions, inheritance law, wealth tax Recommended partners (Notaries, Lawyers, Accountants) Business development and client relations
- Groupama Gan vieClient Account ManagerNovember 2016 - October 2023 (6 years and 11 months)Managed back-office contracts (group and individual) Verified data transmission (ensured accuracy) Monitored contributions // formal notices // management acts // DSN Settled health benefits with >95% compliance rate Handled claims (client callbacks, Hadocs decision-making)
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Education
- Bachelor's Degree in Insurance - Wealth ManagementAXA Campus2024Licence Assurance - Gestion de Patrimoine
- BTS MUC - ManagementESPL-2012BTS MUC - Management