Allianz is a global leader in insurance and asset management, serving over 122 million customers in more than 70 countries. As one of the world's largest financial services providers, the company operates across diverse sectors including property-casualty insurance, life and health insurance, and asset management through major brands like PIMCO and Allianz Global Investors.

In Spain, Allianz maintains a robust presence with major hubs in Madrid and Barcelona, supporting both local market operations and global service centers like Allianz Technology. The company is a significant employer for international professionals, particularly in tech-heavy roles such as AI, cybersecurity, and SAP engineering, offering a multicultural environment where English is often the primary working language for global functions.

Founded in Berlin in 1890, Allianz moved its headquarters to Munich after WWII. It has grown through international expansion and strategic acquisitions to become one of the most valuable insurance brands in the world.

Financial Consultant - COFI

Allianz

This job was originally posted in Spanish and automatically translated to English. You'll most likely need Spanish to apply.

Job Description

Financial Consultant (COFI) - Madrid

Allianz is a dynamic company in continuous transformation where your opinion matters and where you are a part and protagonist of change. We listen to and value new ideas aligned with our purpose that drive us to continue being the #EmployerOfChoice #4all.

Would you like to work at the company of your dreams? With your talent, you can help us make your dream a reality! Do you dare to accept the challenge?

At the Allianz Securities Agency, we are looking for a Financial Consultant (COFI) in Madrid to join the Commercial area, contributing to the growth of the Wealth Management business and adding value to our distribution network.

What will you do at Allianz?

• Direct marketing of Investment Funds to clients.
• Promotion, development, and supervision of Financial Agents within the scope of Wealth Management.
• Training support for the internal and external network, ensuring knowledge of financial products.
• Commercial and operational support in day-to-day activities.
• Monitoring of figures, commercial campaigns, and business results.

What does Allianz need from you?

• University degree or completed Higher Vocational Training (valued).
• Valid MIFID certification.
• Minimum of 2 years of experience as a Financial Consultant or in similar positions.
• High commercial orientation and negotiation skills / Data Analysis
• Excellent communication and influence capabilities.
• Ability to manage change, strategic vision, and innovation.
• English level B2 or higher

What does Allianz offer you?

Being part of the Allianz family gives you access to exclusive discounts just for being part of the team.

Taking care of you and your loved ones is our priority, which is why you can contract your insurance at special prices for you and yours.

Take advantage of the benefits of being an employee and invest in Allianz shares with preferential conditions.

Integral well-being. How? With a compensation for meals and remote work across the entire territory and high-quality menus in the BCN and MAD buildings. We also have sports clubs and the most anticipated sporting event every 4 years: our worldwide Olympics.

Flexibility! You organize your time with flexible schedules.

You will work in a hybrid model and in offices designed for collaboration and feeling good.

You will have our own internal ChatGPT at your disposal.

You have access to continuous training and the You Learn, We Pay program: you choose, we accompany you.

Take care of your well-being with Wellhub (app to keep you active).

A healthy break? You have free fruit and snacks in the office.

Feel like changing countries? You can work from abroad up to 25 days a year.

If you are looking for an opportunity to grow, feel valued, and live in balance, Allianz is for you.

Don't meet all the requirements?

Even so, we would love to hear from you. Research shows that some candidates - particularly women and people from underrepresented groups - hesitate to apply unless they meet 100% of the listed criteria. At Allianz España, we hire for potential and growth, not just checkboxes. If this position excites you and you meet most of what we are looking for, we encourage you to apply. We are committed to building a team that reflects the diversity of the society we serve. We welcome applications regardless of gender, age, ethnicity, disability, sexual orientation, gender identity, or any other characteristic. Different perspectives make us stronger, and we mean it.

Don't meet every single requirement? We'd still love to hear from you.

Research shows that some candidates - particularly women and people from underrepresented groups - hesitate to apply unless they meet 100% of the criteria listed. At Allianz España, we hire for potential and growth, not just checkboxes. If this role excites you and you bring most of what we're looking for, we encourage you to apply. We are committed to building a team that reflects the diversity of the society we serve. We welcome applications regardless of gender, age, ethnicity, disability, sexual orientation, gender identity, or any other characteristic. Different perspectives make us stronger - and we mean that.

Did you know we have additional benefits for employees with disabilities...?

Did you know that we have additional benefits for employees with disabilities and/or those who have a direct relative with a disability? In addition to free support during the certificate management process and more leave hours, if you are the one with the disability and provide accreditation, you will receive €1,500 in your first paycheck.

[please translate into your local language]

The Allianz Group is one of the most trusted insurance and asset management companies in the world. Taking care of our employees, their ambitions, dreams, and challenges is what makes us a unique employer.

We are united by a shared commitment: putting our customers first and at the center of everything we do. Their needs inspire our thinking and guide our actions. Together, we can build an environment where everyone feels empowered and safe to explore, grow, and shape a better future, for our customers and for the world around us.

At Allianz, we champion unity: we believe that a united world is a more prosperous world and we are dedicated to constantly advocating for equal opportunity for all. The foundation of this is our inclusive workplace, where people and performance matter, and where integrity, equity, inclusion, and trust are at the heart of our culture.

Therefore, we welcome applications regardless of ethnicity or cultural origin, age, gender, nationality, religion, social class, disability, sexual orientation, or any other characteristic protected under applicable local laws and regulations.

Delighted to have you on board. Let's care for tomorrow.

View original advert (Spanish)

Consultor/a Financiero/a (COFI) - Madrid

Allianz es una compañía dinámica en continua transformación donde tu opinión importa y donde tú eres parte y protagonista del cambio. Escuchamos y valoramos nuevas ideas alineadas con nuestro propósito que nos impulsan a seguir siendo el #EmployerOfChoice #4all.

¿Te gustaría trabajar en la empresa de tus sueños? ¡Con tu talento, puedes ayudarnos a hacer realidad tu sueño! ¿Te atreves a aceptar el reto?

En la Agencia de Valores de Allianz, buscamos un/a Consultor/a Financiero/a (COFI) en Madrid para formar parte del área Comercial, contribuyendo al crecimiento del negocio de Wealth Management y aportando valor a nuestra red de distribución.

¿Qué es lo que harás en Allianz?

• Comercialización directa de Fondos de Inversión a clientes.
• Promoción, desarrollo y supervisión de Agentes Financieros dentro del ámbito de Wealth Management.
• Apoyo formativo a la red interna y externa, asegurando el conocimiento de productos financieros.
• Soporte comercial y operativo en el día a día de la actividad.
• Seguimiento de cifras, campañas comerciales y resultados de negocio.

¿Qué necesita Allianz de ti?

• Formación universitaria o Formación Profesional Superior finalizada (valorable).
• Certificación MIFID en vigor.
• Experiencia mínima de 2 años como Consultor/a Financiero/a o en posiciones similares.
• Elevada orientación comercial y habilidades de negociación / Anális de Datos
• Excelentes capacidades comunicativas y de influencia.
• Capacidad de gestión del cambio, visión estratégica e innovación.
• Nivel de inglés B2 o superior

¿Qué te ofrece Allianz?

Ser parte de la familia Allianz te da la entrada a descuentos exclusivos solo por formar parte del equipo.

Cuidarte a ti y a los tuyos es nuestra prioridad, por ello podrás contratar tus seguros a precios especiales para ti y los tuyos.

Aprovecha las ventajas de ser empleado/a e invierte en acciones de Allianz con condiciones preferentes.

Bienestar integral ¿Cómo? Con una compensación para comida y teletrabajo en todo el territorio y con menús de alta calidad en los edificios de BCN y MAD. Además contamos con Clubes deportivos y el evento deportivo más esperado cada 4 años: nuestras Olimpiadas a nivel mundial.

¡Flexibilidad! Tú organizas tu tiempo con horarios flexibles.

Trabajarás en modelo híbrido y en oficinas diseñadas para colaborar y sentirte bien.

Tendrás a tu disposición nuestro propio ChatGPT interno.

Accedes a formación continua y al programa You Learn, We Pay: tú eliges, te acompañamos.

Cuidas tu bienestar con Wellhub (app para mantenerte activo).

¿Una pausa saludable? Tienes fruta y snacks gratuitos en la oficina.

¿Te apetece cambiar de país? Puedes trabajar desde el extranjero hasta 25 días al año.

Si buscas una oportunidad donde crecer, sentirte valorado/a y vivir con equilibrio, Allianz es para ti.

¿No cumples con todos los requisitos?

Aun así, nos encantaría saber de ti. Las investigaciones muestran que algunos candidatos -en particular mujeres y personas de grupos subrepresentados- dudan en postularse a menos que cumplan con el 100% de los criterios enumerados. En Allianz España, contratamos por potencial y crecimiento, no solo por cumplir casillas. Si este puesto te entusiasma y cumples con la mayoría de lo que buscamos, te animamos a postularte. Estamos comprometidos a construir un equipo que refleje la diversidad de la sociedad a la que servimos. Damos la bienvenida a candidaturas independientemente del género, edad, etnia, discapacidad, orientación sexual, identidad de género o cualquier otra característica. Las diferentes perspectivas nos hacen más fuertes, y lo decimos en serio.

Don't meet every single requirement? We'd still love to hear from you.

¿Sabías que tenemos beneficios adicionales para empleados/as con discapacidad...?

¿Sabías que tenemos beneficios adicionales para empleados/as con discapacidad y/o que tengan algún familiar directo con alguna discapacidad? Además de acompañamiento gratuito durante el proceso de gestión del certificado y más horas de permiso, si eres tú quien tiene discapacidad y nos la acreditas recibirás 1500€ en tu primera nómina.

[please translate into your local language]

El Grupo Allianz es una de las compañías de seguros y gestión de activos más confiables del mundo. Cuidar de nuestros/as empleados/as, sus ambiciones, sueños y desafíos es lo que nos convierte en un empleador único.

Nos une un compromiso compartido: poner a nuestros/as clientes/as en primer lugar y en el centro de todo lo que hacemos. Sus necesidades inspiran nuestro pensamiento y guían nuestras acciones. Juntos/as, podemos construir un entorno donde todos/as se sientan empoderados/as y seguros/as para explorar, crecer y dar forma a un futuro mejor, para nuestros/as clientes/as y para el mundo que nos rodea.

En Allianz, defendemos la unidad: creemos que un mundo unido es un mundo más próspero y estamos dedicados a defender constantemente la igualdad de oportunidades para todos/as. La base de esto es nuestro lugar de trabajo inclusivo, donde las personas y el desempeño son importantes, y donde la integridad, la equidad, la inclusión y la confianza están en el corazón de nuestra cultura.

Por lo tanto, damos la bienvenida a las solicitudes independientemente de la etnia o el origen cultural, la edad, el género, la nacionalidad, la religión, la clase social, la discapacidad o la orientación sexual, o cualquier otra característica protegida bajo las leyes y regulaciones locales aplicables.

Encantados de tenerte a bordo. Let's care for tomorrow.