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ATA IV - Referral Program

On-site in Madrid·Added yesterday (last checked 22 Oct)

Santalucía

49 open roles

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Our summary

Work mode: On-site, Madrid
Experience: 3+ years
Education: Vocational training (FP Grado Medio)

Visa options

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The advert says visa sponsorship isn’t available for this role.

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This job advert was originally written in Spanish.

Requirements

What we're looking for

Persistent people with a positive attitude and tenacity to achieve success.
Communication skills and the ability to influence in order to build solid relationships.
Organized, methodical individuals with a collaborative approach to working towards goals.
Individuals who are persistent and have a minimum of 3 years of experience in marketing and managing investment products, preferably in investment agencies, banking, or the insurance sector.
Knowledge of the financial sector and of savings, investment, and wealth management products.
Communication skills and the ability to influence others to build strong relationships.
Previous experience in the insurance sector and in the management of sales teams.
Communication, negotiation, and leadership skills.
Accustomed to working with ambitious objectives and managing teams to achieve them.
Basic computer skills.

Nice to have

Experience in sales and in the insurance sector will be valued.
Preferably, residence in the province of the position.

Education & certifications

Minimum studies: High School Diploma or Vocational Training (Grado Medio).

The role

Profile: STARTING EXCLUSIVE AGENT

Profile: FINANCIAL EXCLUSIVE AGENT

Profile: AVANZA Y EMPRENDE EXCLUSIVE AGENT

What you'll do

Commercially represent Santalucía in your area, managing the client portfolio and developing new opportunities.
Acquire new policyholders through planned and strategic sales visits.
Prepare and present personalized offers that add value to clients.
Build loyalty within the existing portfolio, ensuring continuous quality follow-up.
Represent Santalucía commercially in your area of responsibility, managing the client portfolio.
Develop new opportunities, identifying and attracting new clients interested in savings and investment solutions.
Analyze each client's financial needs and propose personalized solutions through consultative selling to boost the uptake of financial products.
Explain investment options, returns, and risks clearly and effectively.
Stay up to date on financial market trends and industry regulations.
Commercially represent Santalucía in your area of responsibility, consolidating the brand's presence.
Direct and manage your Exclusive Agency, leading your sales team to reach and exceed objectives.
Promote commercial activity and the continuous development of your collaborators, transforming them into sector experts.
Acquire new policyholders and manage relationships with the existing portfolio to ensure loyalty and continuous growth.

About Santalucía

Santalucía is a Spanish insurance group headquartered in Madrid, with a strong presence in the life, health, and funeral insurance sectors. It operates through a network of subsidiaries including Albia (funeral services), Accepta (assistance services), and Iris Global, offering a wide range of insurance and financial products. With over 4,000 employees, the group is one of the leading insurance providers in Spain, serving millions of customers through both direct and agency channels.

In Spain, Santalucía has offices and operations across multiple cities, including Madrid, Barcelona, Seville, and others, with a significant focus on digital transformation and technology roles. The company is actively hiring for IT, data science, actuarial, and business analyst positions, as well as offering internships through its Senda program. For international professionals, Santalucía offers opportunities in a stable, established Spanish company with a strong local market presence, though most roles require Spanish language proficiency.

Industry: Insurance
Founded: 1933
Employees: 1,000–5,000
Headquarters: Madrid, Spain
In Spain: Madrid, Barcelona, Sevilla and 8 more
Website: santalucia.es

Good to know if you are moving

Santalucía is a large, established Spanish insurance group with over 4,000 employees, offering stability and long-term career prospects.
The company has a strong focus on digital transformation, with many open roles in IT, data science, and actuarial fields, which may be suitable for international tech professionals.
Most roles are based in Spain and require Spanish language proficiency, so international candidates should have at least a working level of Spanish.
Santalucía offers a structured internship program (Senda Becas) in various areas, which can be a good entry point for recent graduates.
The company operates in multiple sectors including insurance, funeral services, and assistance, providing diverse career opportunities.

All open roles at Santalucía