Ivan Trogrlic

Ivan Trogrlic Email and Phone Number

Founder and CEO | Financial Advisor @ VANTROG Financial Services
Zug, ZG, CH
Ivan Trogrlic's Location
Zug, Zug, Switzerland, Switzerland
About Ivan Trogrlic

With 14 years of experience as a financial advisor specializing in insurance, pensions, and investments, I am passionate about delivering tailor-made financial solutions that meet the unique needs of my clients. My expertise spans a wide range of financial products and services, enabling me to provide strategic advice focused on optimizing the financial situation and goals of my clients.What sets me apart is my dedication to the client. For me, the client always No.1. I believe in building strong, long-lasting relationships based on trust, integrity, and transparency.My passion for the profession is driven by the satisfaction I derive from helping people achieve financial security and peace of mind. I am committed to supporting my clients at every step of their financial journey, providing expert advice and support that empowers them to make informed decisions and realize their financial goals.Let's connect and discuss how I can help you achieve your financial goals and build a secure financial future.

Ivan Trogrlic's Current Company Details
VANTROG Financial Services

Vantrog Financial Services

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Founder and CEO | Financial Advisor
Zug, ZG, CH
Website:
vantrog.ch
Employees:
1
Ivan Trogrlic Work Experience Details
  • Vantrog Financial Services
    Founder And Ceo | Financial Advisor
    Vantrog Financial Services
    Zug, Zg, Ch
  • Vantrog
    Founder & Ceo | Financial Advisor
    Vantrog Oct 2023 - Present
    Zwitserland
    VANTROG Financial Services is renowned as a premier, privately-owned insurance brokerage and financial consultancy. We offers a comprehensive range of financial solutions, encompassing tailored insurance coverage, retirement planning, investment advice, and personalized financial guidance. Catering to both private, corporate customers and expats in Switzerland, we focus on delivering bespoke advice and support to meet the diverse needs of our clients, whether they reside locally or work globally.• Tailored insurance coverage designed to meet individual needs.• International financial services for citizens and expatriates.• Personalized retirement planning services.• Pension plans for financial security in retirement.• Expert investment advice for long-term financial growth.• Tax consultation to optimize financial strategies.• Estate planning assistance for wealth preservation.• Risk management solutions for businesses and individuals.• Health insurance options to safeguard well-being.• Asset allocation strategies for diversified portfolios.• Education savings plans for future expenses.• Mortgage and lending services for property investments.• Wealth management solutions for high-net-worth individuals.• Disability insurance coverage for income protection.
  • Assurantiekantoor De Oude Rijn
    Co-Owner At Assurantiekantoor De Oude Rijn
    Assurantiekantoor De Oude Rijn Jan 2014 - Aug 2023
    Katwijk
    Co-owner / Insurance and Financial Advisor in Private and Business Insurance.
  • Assurantiekantoor De Oude Rijn
    Insurance Financial Advisor
    Assurantiekantoor De Oude Rijn Aug 2010 - Aug 2023
    Katwijk
    • Underwriting & Insurance Specialist for private and business Insurance. • Analyzing customer inquiries by providing information on products/services• Providing information to customers in response to customer inquiries on products/services.• Converting a high percentage to new sales opportunities• Liaising with insurance companies through online insurance interfaces, emails and via phone calls.• Finding the best insurance deals available for a wide range of clients.• Responding quickly to customer enquiries made about their insurance policies.• Explaining what a policy covers to clients.• Establishing a client’s insurance needs by asking them relevant questions.• Quickly following up all potential leads.• Maintain accurate and relevant customer administrative records.
  • Assurantiekantoor De Oude Rijn
    Commercial Employee Back Office
    Assurantiekantoor De Oude Rijn May 2007 - Aug 2010
    Katwijk
    I was mainly involved in the management and correct processing of daily insurance and additional administrative matters (entering insurance into the system, processing payments, processing received documentation, entering claims into the system) Other relevant insurances and additional administrative matters.
  • Eurocross Assistance
    Administrative Assistant
    Eurocross Assistance Jun 2008 - Sep 2010
    Noordwijk
    Responsible for all administrative work for the insurance company of Eurocross Assistance Netherlands.• Administration procedures.• Taking care of telephone correspondence.• Maintaining accounts receivable and/or accounts payable.• Registration of the new claims.• Enter offers into the system.• Place e-mails from the general inbox to the correspondent receiver.• Create new files following new notifications via e-mail.
  • Hoogvliet Bv
    Supervisor Of The Filling Team
    Hoogvliet Bv Aug 2005 - Sep 2010
    Rijnsburg
    Part-time job as supervisor of the Filling Team at Hoogvliet, responsible for arranging all business related to filling products. Managing staff at Hoogvliet to get everything done on time and organized on shelves. Make daily planning and other relevant matters.• Maintenance of the store.• Controlling and restocking be commodity, and cleaning.• Managing the inventory and the warehouse.• Goods receiving department.• Managing and coaching group of employees.• Customer contact.• Security maintenance of the store.

Ivan Trogrlic Education Details

Frequently Asked Questions about Ivan Trogrlic

What company does Ivan Trogrlic work for?

Ivan Trogrlic works for Vantrog Financial Services

What is Ivan Trogrlic's role at the current company?

Ivan Trogrlic's current role is Founder and CEO | Financial Advisor.

What schools did Ivan Trogrlic attend?

Ivan Trogrlic attended Lindenhaeghe, Hogeschool Inholland, Id College, Andreas College Rijnmond, Opleidingsinstituut Lindenhaeghe, Opleidingsinstituut Lindenhaeghe, Opleidingsinstituut Lindenhaeghe, Opleidingsinstituut Lindenhaeghe, Opleidingsinstituut Lindenhaeghe, Lindenhaeghe.

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