Life Insurance Advisor

VIDACAIXA

At VidaCaixa we are very clear that there is only one life. That is why we dedicate it to doing what we are most passionate about.

Shall we tell you what moves and motivates those of us who are part of the leading insurance company in Spain?

The purpose that guides us is a strong commitment to people. We work to guarantee a better future for our clients and our team. That is why we dedicate every today to thinking about tomorrow, using all the resources at our disposal to achieve it, such as digitalization or artificial intelligence.
Our will to improve the future of society is reflected in our commitment to creating inclusive products and making our insurance offering even more accessible to vulnerable groups. Furthermore, these are values very much our own: quality, the essence of everything we do, and the trust of our clients.

Join the leading insurance company in Spain, a growing sector with enormous potential. A solid and expert company, cutting-edge and innovative. The future project of more than 800 professionals.We are at a time of transformation and growth at all levels, with a clear commitment to technology and a data-driven approach, which is why we are looking for profiles like yours: curious and restless people who bring their knowledge and join our challenges.Learn and work alongside the top professionals in the sector. Progress in your career and unleash your

To participate in this selection process and ensure that your candidacy is correctly registered, we invite you to submit your application through People Experience Hub. You can access and submit your candidacy at the following link: People Xperience Hub

At GrupoCaixa, we value diversity and equality as fundamental qualities of our culture, and we actively contribute to the development of the talent of all people; regardless of sex, religion, ethnicity, sexual orientation, national origin, age, marital status, gender, gender identity or gender expression. This is reflected in our collaborative networks, made up of cross-functional and close-knit teams, where we foster inclusion and share the same commitment to diversity.

If you need assistance and/or a reasonable accommodation due to a disability during the application or hiring process, please specify this and we will help you.

What projects do we develop?

• Your main mission will consist of materializing the company's strategy within its area of influence, energizing commercial activity, and boosting knowledge of individual life risk insurance products, savings, and pension plans within the CaixaBank network of the Madrid DT. Interaction: Offices and DANs of the Madrid DT

The responsibilities you will take on in the position are:

• Analyze business potential, apply monitoring methodology and best practices: penetration rates by product, existing market, potential income, competitive advantages vs. market, differential value of our products.
• Catalyst for commercial actions: support to the CaixaBank structure for the maximum optimization of commercial campaigns, based on personalized advice.
• Training: commercial workshops for offices and CaixaBank managers on the launch of new products, applications, simulators, legislative updates, and specific product modalities for certain segments. Using innovative and collaborative dynamics.
• Definition and implementation of actions for the acquisition and maintenance of business within its territorial scope and aligned with the company's strategy
• Occasionally, interviews with high-value clients from the Private/Premier Banking segments.

Requirements and key competencies

• University degree (Economics, Business Administration, Business Management, or Law)
• Taxation of life insurance and pension plans
• Knowledge of the financial and investment field
• Knowledge of the market and life insurance products and pension plans
• Use of commercial tools: advanced Excel and PowerPoint, CRM and Qlikview user.
• Experience in commercial advisory within the insurance sector, especially in Life, Savings Insurance, and Pension Plans.
• Experience in the bancassurance field and financial advisory in Private/Premier Banking will be valued
• Availability to travel
• Social skills, negotiation capacity, quality of service and customer orientation, organization and planning