Insurance Director for Commercial Network - Galicia Sur Region

• Degree in Economics, Research and Market Techniques, or similar.
• Current certifications:
  • LCCI (Level 2).
  • IDD (Level 2).

Banco Sabadell is the fourth largest Spanish private banking group, composed of different banks, brands, subsidiaries, and associated companies that cover all areas of the financial business under a common denominator: professionalism and quality.
A young and well-prepared human team, equipped with the most modern technological and commercial resources, and a multi-brand and multi-channel organization focused on the client allow Banco Sabadell to occupy a prominent position in the market in personal and corporate banking.

Accompany clients in choosing the appropriate coverage according to their Business and risk needs. Clearly explain terms and coverage, and provide detailed information on product characteristics for optimal selection.

Reference: 38407

Vacancy: Insurance Sales ROLE

Location: Spain > Pontevedra > Vigo

Multi-location possibility: No (1)

We are looking for a person to serve as a reference for non-tied insurance within a perimeter of offices in the Commercial Network, with the capacity to manage clients with sophisticated needs and provide advanced insurance solutions.

This position requires a consultative commercial profile, results-oriented and with a high level of technical specialization in insurance, capable of collaborating closely with Network and Private Banking managers to maximize business opportunities and client loyalty.

Let's talk about the project...

Your mission will be to lead the non-tied insurance activity in your area of operation, directly managing the relationship with clients and designing tailor-made solutions that respond to their insurance needs, contributing to the fulfillment of the Commercial Plan.

In your day-to-day:

• You will manage client portfolios (businesses, freelancers, and individuals), identifying commercial opportunities and planning activity.
• You will handle referrals from the Commercial Network through CRM, focusing on complex insurance (Corporate MR, SME Health, Transport, Commercial Credit, and Agro).
• You will accompany managers on visits or interactions with clients, providing technical value and reinforcing the insurance proposal.
• You will analyze the insurance needs of each client and offer complete and personalized solutions.
• You will formalize operations and perform follow-ups, including renewals and retention actions.
• You will register all activity in CRM to ensure traceability, access to information, and the generation of new opportunities.
• You will drive the use of digital tools (video calls, digital signature, uploader, etc.) to improve the customer experience.
• You will energize commercial activity in coordination with Territorial and Regional Management, promoting campaigns and best practices.
• You will analyze business indicators to anticipate deviations and propose corrective actions.
• You will act as a technical reference for the Commercial Network, resolving doubts and sharing knowledge about products, campaigns, and regulations.
• You will foster collaboration between offices and the development of insurance capabilities within the team.

• Experience in commercial management, especially in the marketing of insurance.
• Previous experience in a services environment or similar position is valued (minimum 2 years).
• Experience working with clients with a corporate, freelancer, and/or personal/private banking profile.

25 Insurance and pension plans

29 Tax regulation

63 Commercial management and dynamics

229 Management and commercial dynamics for Companies/Institutions

110 Incident management and monitoring

286 Basic data exploitation (Excel, Access)

357 Conflict management techniques

358 Insurance regulations

355 Customer service and claims resolution

359 Product management in corporate technological systems and platforms

383 Regulatory knowledge of banking products and customer protection

381 Commercial negotiation

(1) Multi-location: refers to the location of the job and includes/contemplates/allows* the possibility of working from any point in the network of offices or corporate centers apart from the physical location associated with your job and respecting Teleworking guidelines.

The total or partial reproduction of any of its sections on any medium is strictly prohibited without the written consent of the Banco Sabadell Group.