Freelancer profile translated to English.

Description

I create AI agents for B2B service SMEs.

My agent automates appointment setting, qualification, and follow-ups.

It frees up your teams' time and increases your conversions.

Result: more sales without seeking more leads.

Simple, effective, adapted to SME realities.

Languages

Workplace preferences

Can work on-site

Avignon (up to 50km)

Caisse d'Épargne
Wealth Management Client Manager
BANKING AND INSURANCE
January 2025 - Today (1 year and 5 months)
Châteaurenard, France
Assisting clients with their financing and wealth management projects (investments, savings, taxation) Optimization of wealth transfer and implementation of
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appropriate strategies Advice and implementation of insurance and provident solutions to secure assets and family
Caisse d'Épargne
Client Manager
December 2014 - December 2024 (10 years)
Les Angles, France
Assisting them with their banking and wealth needs Advice and structuring of complex financing files (mortgage loans, consumer credit, solvency analysis) Monitoring and optimization of financial investments and savings solutions based on client profile Application of banking and legal regulations (anti-money laundering, contract compliance)
BNP Paribas
Financial Advisor
September 2012 - August 2014 (1 year and 11 months)
Carpentras, France
Welcoming and assisting clients with their investment and financing projects Drafting and monitoring of administrative and contractual files (insurance, provident, savings)