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.

Presenter - Financial Consultant

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 Presenter (Wealth Management)

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?

What will you do at Allianz?

Market investment funds to clients through remote channels (primarily telephone and video call).
Present and advise on financial solutions tailored to clients' needs.
Identify business opportunities within the scope of Wealth Management.
Promote, develop, and monitor the network of Financial Agents.
Supervise the commercial activity of agents ensuring the fulfillment of objectives.
Provide training support to the internal and external network on financial products.
Provide commercial and operational support in day-to-day activities.
Perform monitoring and analysis of figures, commercial campaigns, and business results.

What does Allianz need from you?

Experience in the commercialization of financial products, especially investment funds.
Knowledge of Wealth Management environments and mediation networks or financial agents.
Commercial skills, results orientation, and ability to influence.
Excellent communication and presentation skills (telephone and video call).
Customer orientation and ability to build relationships of trust.

The following will be positively valued:

Financial certifications (MiFID II, EFPA or similar).
Experience in training or development of commercial networks.
Knowledge of the financial market and investment products.
English level (to be confirmed).

What does Allianz offer you?

Being part of the Allianz family gives you access to exclusive discounts and preferential conditions on company products.

We take care of you and your loved ones with insurance at special prices and advantages in stock investment. [

Integral wellbeing: compensation for meals and remote work and access to sports and wellbeing initiatives.

Flexibility: hybrid model and flexible schedules.

Professional development: continuous training and the You Learn, We Pay program

Wellbeing: access to Wellhub, fruit and snacks in the office and the possibility to work up to 25 days from abroad

[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 opportunities 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, or sexual orientation, or any other characteristic protected under applicable local laws and regulations.

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

View original advert (Spanish)

Presentador/a Consultor/a Financiero (Wealth Management)

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?

¿Qué vas a hacer en Allianz?

Comercializar fondos de inversión a clientes a través de canales remotos (principalmente telefónico y videollamada).
Presentar y asesorar soluciones financieras adaptadas a las necesidades de los clientes.
Identificar oportunidades de negocio dentro del ámbito de Wealth Management.
Promover, desarrollar y realizar seguimiento de la red de Agentes Financieros.
Supervisar la actividad comercial de los agentes asegurando el cumplimiento de objetivos.
Proporcionar apoyo formativo a la red interna y externa en productos financieros.
Dar soporte comercial y operativo en el día a día de la actividad.
Realizar seguimiento y análisis de cifras, campañas comerciales y resultados de negocio.

¿Qué necesita Allianz de ti?

Experiencia en comercialización de productos financieros, especialmente fondos de inversión.
Conocimiento de entornos de Wealth Management y redes de mediación o agentes financieros.
Habilidades comerciales, orientación a resultados y capacidad de influencia.
Excelentes capacidades de comunicación y presentación (teléfono y videollamada).
Orientación al cliente y capacidad de generar relaciones de confianza.

Se valorará positivamente:

Certificaciones financieras (MiFID II, EFPA o similares).
Experiencia en formación o desarrollo de redes comerciales.
Conocimiento del mercado financiero y productos de inversión.
Nivel de inglés (por confirmar).

¿Qué te ofrece Allianz?

Ser parte de la familia Allianz te da acceso a descuentos exclusivos y condiciones preferentes en productos de la compañía.

Cuidamos de ti y de los tuyos con seguros a precios especiales y ventajas en inversión en acciones. [

Bienestar integral: compensación para comida y teletrabajo y acceso a iniciativas deportivas y de bienestar.

Flexibilidad: modelo híbrido y horarios flexibles.

Desarrollo profesional: formación continua y programa You Learn, We Pay

Wellbeing: acceso a Wellhub, fruta y snacks en oficina y posibilidad de trabajar hasta 25 días desde el extranjero

[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.