Sales Financial Intermediaries

Generali; Milano; Ibrido; EUR 51.000 - 69.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Supplementary pension scheme

Hybrid working arrangements (Smart‑工作的

Preferential access to Group products

Training programs and Learning piattaf

Internal and international mobility

Descrizione del lavoro

Generali is seeking a Sales Italy professional to grow commercial activity across the Italian market for institutional investors and wholesale/retail channels. You will build client relationships, lead training sessions for Retail Distributors, and pursue partnerships to grow assets under management while collaborating with Marketing and Client Service to ensure top service quality.

The role requires 5-7 years in similar roles, strong commercial acumen, and deep knowledge of financial markets.

Competenze

• 5-7 years of experience in similar roles.
• Flexibility and strong commercial acumen.
• Deep knowledge of the financial markets and products.
• Experience in an international asset management environment.

Mansioni

• Develop and enhance relationship with assigned Clients through regular contacts and visits.
• Organize and lead training session for Retail Distributors. Deliver products’ and company’s presentations in front of different audiences. Organize events with the Networks.
• Develop business on assigned Clients and Prospects with a Partnership / cross-business approach (solutions, mandates, distribution, wholesales, etc)
• Cross-segments collaboration with other sales to organically develop BU penetration among complex clients and organizations, both captive and external.
• Grow the assets under management in line with the business plan
• Closely collaborate with Marketing and Client Service to deliver the best service level to Clients
• Collaborate to continuously innovate the Service Model to reach the highest Clients’ satisfaction.

Conoscenze

Relationship management

Presentation skills

Negotiation

Analytical skills

Cross-functional collaboration

Descrizione del lavoro

Within the Business Development & Product unit, the Sales Italy team is responsible for developing commercial activity across the Italian market, with a dedicated focus on institutional investors such as insurance companies, pension funds, asset management firms and private banks, as well as wholesale and retail distribution channels.

The team promotes investment services and the Company’s proprietary products alongside selected third‑party solutions, while actively participating in official tenders to secure individual portfolio management mandates and to expand assets under management for both the Company’s funds and those managed by Group asset managers with established distribution agreements. To ensure effective market coverage and operational efficiency, the structure includes resources specifically dedicated to key client segments, namely Financial Intermediaries, Institutional Clients and Group Networks Italy.

Reporting to the Head Financial Intermediaries and positioned within the Sales Italy team, the person will engage with Retail Distributors both Captive (insurance UL networks) and non-Captive in order to develop the commercial business plan.

The role will be expected to:

• Develop and enhance relationship with assigned Clients through regular contacts and visits
• Organize and lead training session for Retail Distributors. Deliver products’ and company’s presentations in front of different types of audiences. Organize events with the Networks
• Develop business on assigned Clients and Prospects with a Partnership / cross-business approach (solutions, mandates, distribution, wholesales, etc)
• Cross-segments collaboration with other sales in order to organically develop BU penetration among complex clients and organizations, both captive and external
• Grow the assets under management in line with the business plan
• Closely collaborate with Marketing and Client Service in order to deliver the best service level to Clients
• Collaborate to continuously innovate the Service Model to reach the highest Clients’ satisfaction, being aware of business priorities and of all related operational impacts.

Requirements

• 5-7 years of experience in similar roles
• Flexibility and strong commercial acumen
• Deep knowledge of the financial markets and products
• Good understanding of the segments under coverage, of the business and industry dynamics and of the regulatory environment
• Experience and understanding of all related operational impacts that are required to deliver products and services and the expected client experience
• Work experience in a similar international asset management environment and capable to interact with a multinational team while leveraging on a decentralized support functions organization
• Able to influence and establish a positive dynamic approach within the Sales Italy team and obtain the requested cooperation
• Able to work under pressure and to act and make decision by operating with autonomy and by an entrepreneurial, disciplined and organized approach
• Able to influence others and build an efficient inner network in order to access all needed information and obtain support from the whole organization
• Capable of producing and showing effective presentations to gain professional trust, obtaining appreciation, consensus and buying behaviors from audience and Clients
• Analytical skills will be appreciated, as well as capability to take decisions in an uncertain environment
• Negotiation skills will be required to cope with Clients’ requests and expectations.

What we offer

The role is offered within the "Quadro direttivo" category, under the National Collective Labour Agreement for the Banking Sector (CCNL Credito) and the applicable Company Collective Agreement (Contratto Integrativo Aziendale).

The starting gross annual salary is €60.000. The final offer will reflect the candidate’s professional experience and the technical and interpersonal competences required for the position and may include an individual variable compensation component.

We also offer:

• Additional benefits include:
• Health insurance coverage
• Supplementary pension scheme
• Hybrid working arrangements (Smart‑working)
• Preferential access to Group products and services
• Training programs and Learning platforms
• Opportunities for internal and international mobility

Why Join Generali

Joining Generali means becoming part of an international Group with a strong heritage and a forward-looking vision, where people are at the center of our sustainable growth strategy.

We foster a responsible, inclusive, and innovation-driven work environment, where everyone can contribute to creating value for customers, society, and the communities in which we operate.

We believe that diversity, equity and inclusion are essential to building a stronger culture and driving sustainable growth.

At Generali, you will find opportunities to grow through continuous learning, career development paths, and internal mobility across the Group.

We recognize talent and merit, and support flexibility as a key enabler of well-being and a sustainable work-life balance.

Working with us means sharing strong values and taking on meaningful challenges together to build a safer and more sustainable future every day.

As an Equal Opportunity Employer, Generali evaluates all applications based exclusively on objective and gender-neutral criteria, including skills, experience and potential, ensuring fairness and transparency throughout the selection process.

Company Profile

Generali is a major player in the global insurance industry – a strategic and highly important sector for the growth, development and welfare of modern societies. Over almost 200 years, we have built a multinational Group that is present in more than 60 countries, with 470 companies and nearly 80,000 employees. Our Group aims to become the standard bearer and industry leader in the European retail insurance market, building on our existing base of 50 million retail clients, out of an overall total of 72 million.

Generali Asset Management is a European investment specialist, offering a wide range of active funds and bespoke solutions across both public and private markets. Our investment experience is grounded in a solid heritage, with skills that have been developed and honed over time by managing Generali Group and external clients' assets.

Generali Asset Management S.p.A. guarantees a solid framework of services designed to support various asset management activities. Key elements include the provisioning of IT services over all applications underpinning the investment and asset management value chain (Front Office, Trading Desk, Investment Compliance, Middle and Back Office, Analytics and Reporting, etc.) The company also acts as a holding company, retaining share capital in the boutiques and Generali Investments’ companies.