Life Insurance Broker Sales Executive

• Experience in the broker channel and in managing cross-departmental relationships
• Highly experienced professional in the savings and insurance investment sector, specialized in recruiting and developing financial agents, with at least five years in similar roles.
• Extensive track record in financial environments, preferably in the marketing of investment and insurance products.

• Required education - Higher University Studies.
• Recognized certifications that meet the requirements of the National Securities Market Commission (CNMV), in line with European regulations MiFID II, such as CAF, EFPA, or similar.
• Advanced proficiency in the Microsoft Office package and in analysis and portfolio management tools (CRM, financial platforms, etc.).
• Expert knowledge of Life insurance products, financial markets, and their fiscal impact

Collaborate closely with the Territorial Brokers Channel Director and commercial executives to develop and implement sales strategies for Life products in the assigned territory, following the strategy set by the Brokers Channel Management and the Life Business Unit. Manage the portfolio of assigned brokers, support commercial executives, and coordinate with key internal departments to ensure the achievement of common objectives and overall business growth.

1. Commercial Management and Coordination:

• Design, together with the Territorial Brokers Channel Director, strategies focused on growing Life product sales in the assigned territory.

• Support commercial executives in promoting, developing, and closing business opportunities related to Life products, both with brokers and directly with end clients of the broker.

• Manage and enhance the performance of assigned brokers, ensuring they meet their commercial targets and strengthening their technical knowledge of Life products.

• Act as the main point of contact for assigned brokers, providing comprehensive advice on Life products and their technical and fiscal implications.

• Identify areas for improvement in broker performance and provide personalized solutions to increase their efficiency and results.

• Collaborate with the Life Business Unit Manager, the Life Management (DNP), the Training/CAMPUS area, and the Commercial Development Manager for the Brokers Channel to ensure alignment of strategies and resources.

• Coordinate the implementation of training and development programs for brokers, ensuring they stay up to date on products, regulations, and commercial skills.

• Facilitate communication and resolution of issues between brokers and the internal departments involved.

• Develop and deliver training sessions on Life products, sales strategies, tax benefits, and commercial tools.

• Ensure that both brokers and commercial executives are updated on market trends, regulatory changes, and new products.

• Identify new business opportunities within the assigned territory and design strategies to capture them in collaboration with the commercial team and internal departments.

• Analyze market and competitor trends to adapt commercial strategies and maintain competitiveness.

• Prepare periodic reports on broker performance, sales results, and progress toward territorial objectives.

• Oversee the correct issuance of policies and the resolution of issues, ensuring efficient management aligned with tax regulations, risk, and compliance.

• Demonstrated ability to identify and attract new financial agents, building strategic and solid relationships within the territory. Must have a well-established contact network and the ability to proactively expand it.
• Excellent communication, negotiation, and advisory skills, focused on customer satisfaction.
• Strong focus on achieving goals and sustainable growth, with the ability to design and implement acquisition strategies that contribute to strengthening brand presence in the territory.
• Strong analytical skills for data interpretation and strategic decision-making.
• Availability for frequent travel within the assigned area.