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Financieel Adviseur Acquisitie @ Employer

NL415, NLOnsiteContract
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About this role

Finance Business Support Financieel Adviseur Acquisitie 30-09-2026 3.516 - 5.021 Medior Tilburg Als Financieel Adviseur Acquisitie bij Rabobank vertaal je complexe woonvragen naar passend hypotheekadvies, begeleid je klanten door de klantreis, signaleer je acquisitiekansen, onderhoud je een lokaal netwerk en werk je samen aan hoge klanttevredenheid. Direct solliciteren Neem contact op Automatisch verbeterd voor betere leesbaarheid Financieel Adviseur Acquisitie Role purpose: Advise prospective clients on financial products and convert leads into new customer relationships through consultative acquisition. Core responsibilities - Qualify inbound and outbound leads and identify customer needs through structured interviews. - Provide clear, compliant advice on suitable financial solutions (e.g., mortgages, loans, savings, insurance, investments) based on client profile and risk appetite. - Prepare and present tailored proposals, comparisons, and cost/benefit explanations. - Manage the end-to-end acquisition process: intake, documentation, application submission, follow-up, and onboarding. - Maintain accurate CRM records, pipeline forecasting, and reporting on conversion metrics. - Collaborate with internal teams (sales, underwriting, compliance) to ensure timely processing and high service quality. - Ensure adherence to relevant regulations, internal policies, and duty-of-care standards. Required skills and qualifications - Financial advisory expertise with proven experience in client acquisition or consultative sales. - Regulatory knowledge and ability to work within compliance frameworks (e.g., Wft where applicable). - Communication : able to explain complex products in plain language and build trust quickly. - Commercial mindset with strong negotiation, objection handling, and closing skills. - Analytical ability to assess financial situations and match solutions to needs. - Tools : CRM proficiency and strong docu...

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