Agent Expert en Gestion de Patrimoine et Protection Social H/F - Bordeaux (33) (BORDEAUX, 33, FR, 33000)

Allianz
France
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceSkills: ["Communication","Customer relationship","Empathy","Negotiation","Listening"]

Insurance and wealth-management sales expert responsible for developing a client portfolio in Bordeaux, advising private and professional clients on patrimonial solutions and protection sociale, and leveraging Allianz tools to build long-term relationships. You will work with internal experts and specialists to tailor recommendations and support clients through regulatory and tax changes while contributing to the distribution network.

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FursaFursa
Allianz
Allianz
6 months ago

Agent Expert en Gestion de Patrimoine et Protection Social H/F - Bordeaux (33) (BORDEAUX, 33, FR, 33000)

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Job Summary

Insurance and wealth-management sales expert responsible for developing a client portfolio in Bordeaux, advising private and professional clients on patrimonial solutions and protection sociale, and leveraging Allianz tools to build long-term relationships. You will work with internal experts and specialists to tailor recommendations and support clients through regulatory and tax changes while contributing to the distribution network.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Develop your client portfolio by implementing an active prospecting approach.
  • •Advise clients and prospects on patrimonial and protection sociale products and services tailored to their needs.
  • •Support clients in understanding different patrimonial solutions and provide personalized advice considering regulatory and tax changes with the help of patrimonial assessment tools (Big Expert).
  • •Collaborate with ecosystem actors: Patrimonial Engineers and Protection Sociale Engineers.
  • •Leverage Allianz training and internal tools to enhance expertise and performance.

Key Requirements

  • •Experience in wealth management and insurance, with a proven track record in acquiring and managing a client portfolio.
Experience:Wealth managementFinancial servicesInsurance
Skills:CommunicationCustomer relationshipEmpathyNegotiationListening
Languages:French
Tech Stack:Big ExpertInternal tools

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