Conseiller Commercial en Protection Sociale Expérimenté H/F - Clermont-Ferrand (63) (LE PUY EN VELAY, 43, FR, 43000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Negotiation","Client focus","Prospecting","Relationship building"]

Experienced protection-social advisor in a multi-specialist wealth management network, delivering tailored life, health, disability, and retirement solutions. Willing to visit clients at their homes or workplaces, develop a professional portfolio, and drive proactive sales through needs-based consultations. Works within Allianz France’s Distribution unit, leveraging Sales Excellence practices to grow client relationships and revenue.

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Allianz
Allianz
4 months ago

Conseiller Commercial en Protection Sociale Expérimenté H/F - Clermont-Ferrand (63) (LE PUY EN VELAY, 43, FR, 43000)

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Last checked: 19 hours agoStatus: Live

Job Summary

Experienced protection-social advisor in a multi-specialist wealth management network, delivering tailored life, health, disability, and retirement solutions. Willing to visit clients at their homes or workplaces, develop a professional portfolio, and drive proactive sales through needs-based consultations. Works within Allianz France’s Distribution unit, leveraging Sales Excellence practices to grow client relationships and revenue.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and conquer a portfolio of professional clients (self-employed workers, business owners and their groups) with tailored protection sociale solutions
  • •Fideliser and accompany clients in assessing needs and defining personalized solutions in life insurance, health, dependency and retirement (individual and group contracts)
  • •Create and grow a network of partners and prescribers
  • •Provide tailored advice using specific tools (OAV) to propose bespoke solutions
  • •Perform on-site client meetings and deliver proactive, needs-based sales consultations

Key Requirements

  • •Significant experience in Protection Sociale, ideally 3+ years
  • •Strong mastery of commercial solutions for life insurance, health, dependency and retirement
  • •Ability to visit clients at their home or workplace and provide personalized advice
  • •Needs-based sales approach with a proactive, forward-looking mindset
  • •Develop and expand a professional client portfolio and network of partners
Experience:3+ yearsInsuranceProtection socialeFinancial services
Skills:CommunicationNegotiationClient focusProspectingRelationship building

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn