Training & Client Specialist (m_f_d)

Temporary, Full-time · Madrid

About us
We…
are Forward You - a pioneering provider of unit-linked life insurance, IT and financial services. Our work is changing the way people plan their financial future. And with over 450,000 satisfied customers around the world, this change has already begun, starting with a Munich-based family business. A special feature that makes us fast, agile and innovative. Because Forward is not just part of our name, it's part of our DNA, which is embodied by each and every one of our 500 employees who work at 14 different locations worldwide.

Together. United. Forward. Become part of our movement.
Your mission
Become a part of our Corporate Family as Training & Client Specialist | 9 months

  • Support the Training & Client Manager in the training activities of the Distributors, both existing distributors through a continuous training program and new distributors. As a Training & Client Specialist and after a train-the-trainer program, you should be able to provide training to Distributors with very limited support from the Training & Client Manager. This would include organizing his own sessions, trips and agenda. 
  • Support the Distributors and Sales Agents with the daily requests and incidents. The Training & Client Manager would be required to interact with other FWU employees to offer an educated answer to the client's requests or to redirect the question to the right area.
  • Contribute to develop Sales & Training material, mainly by identified training needs and suggesting areas of improvement of the existing training material. 
  • Identify new business opportunities (mainly through new trainings, new Distributors or identifying product needs). The Training & Client Specialist will not be requested to develop this business opportunities. 
  • Support FAGS managers in the reporting of commercial activity internally and externally (to distributors). If required, perform the required analysis to understand the client's needs and performance.
Your profile
  • a minimum of 2 years of relevant work experience, mainly in the field of training and in the Insurance or Funds Management industry. experience with the Portoguese market would be beneficial
  • successfully completed a degree in Business Administration, Finance or similar, ideally with a focus on Financial Markets
  • interest on the financial markets and are willing to learn and share this interest with our clients 
  • an Insurance certification (Level B); an Insurance certification (Level A) and/or EFPA EFA (European Financial Advisor), EFPA EFP (European Financial Planner) would be a plus
  • excellent command of Spanish and English (both written and spoken); Portuguese is a plus
  • great communication skills, are flexible and willing to travel
  • have an Sales & Customer oriented attitude and an result-oriented working style
  • good MS Office skills
Why us?
Together…
we can achieve our common goals. We offer you the opportunity to use your strengths and take responsibility, the chance to use your skills in an international environment. We support your personal and professional development, offer perspectives and individual career paths. In addition to an attractive remuneration and a wide range of social benefits, we attach great importance to regulated working hours and the compatibility of work and private life.
 
We are looking forward to getting to know you!
The position is to be filled as soon as possible.
Contact
Contact details:
Martina Gallinger, HR Business Partner FWU AG
martina.gallinger@forwardyou.com
About us
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