AG2R LA MONDIALE

Spécialiste de la protection sociale et patrimoniale, AG2R LA MONDIALE assure particuliers, professionnels, entreprises et branches autour de 4 expertises : épargne, retraite, santé et prévoyance.

💡 SSE organization

This structure is based on a principle of solidarity and social utility: its management is democratic and participative, and its profit-making potential is limited. It may be an association, cooperative, foundation, mutual or ESUS company.

Website
Friendly Society
> 2000 employees
Health

Carried out an internal impact measurement.

This structure did not communicate to us the labels or certifications that it was able to obtain.

Benefits

Travel Assistance Employee Representation Committees Extended Parental Leave Caregiving Leave Full Medical Coverage Work Flexibility Professional Training and Development Eco-Friendly Initiatives Advantageous Retirement Plans Wellness Programs Mentorship and Sponsorship Programs Childcare Assistance Unmarried Partner Health Insurance Sabbatical Leave Moving Expenses Coverage Emergency Fund for Employees Service vehicle

Value sharing

Professional Development Investment Profit Sharing Participatory Retirement Savings Plans Minimum Compensation Policies Recognition and Rewards Support Programs for Entrepreneur Employees Sustainability-Linked Bonuses

Diversity & inclusion

Diversified Supplier Criteria Diversity Assessment and Reporting Support Measures for Disabled Workers Partnerships with Diversity Organizations Non-Discrimination Policies Workplace Diversity Programs Inclusive Recruitment Internal Support Networks Gender and Identity Awareness Initiatives Community Engagement Support for Parents and Caregivers Intercultural Awareness Training Salary Equity

Governance principles

Stakeholder Engagement Collaborative Project Management Ethics and Conduct Charter

CSR impact report

Vous assurez la liaison avec les clients issus des réseaux (MdPRO, MDP) ou d’autres canaux de distribution, et prenez en charge, avec des process spécifiques, selon leur situation patrimoniale et les objectifs clairement formulés, la négociation de propositions assurancielles de la Direction.

En contact avec les clients par l’intermédiaire des collaborateurs de la Direction Client Epargne Patrimoniale (DCEP), vos principales missions seront d'assister et d'accompagner les ingénieurs patrimoniaux dans leurs différentes missions notamment : Elaboration des études patrimoniales Restitution auprès de la clientèle Participation au suivi de la clientèle Participer et contribuer à des projets de la Direction proposés par le Directeur Elaborer un reporting circonstancié hebdomadaire de vos activités

Vous êtes doté d’un excellent relationnel et d’aptitudes commerciales avérées dans les négociations avec les clients Vous êtes autonome, diplomate, prévenant et consensuel Vous savez faire face en toutes circonstances aux situations d’urgence, vous savez gérer les priorités et les contingences

Vous préparez un Master en Gestion de Patrimoine Une première expérience professionnelle est souhaitée Vous avez des notions dans le domaine juridique et fiscal du patrimoine et plus particulièrement celui de l’assurance-vie individuelle Vous maîtrisez les outils bureautiques Word – Excel – PowerPoint – ainsi que des logiciels d’analyse patrimoniale dont les solutions d’Harvest

💡 Need to strengthen your profile to match perfectly to this job?

This training might interest you: Deviens un responsable commercial RSE!

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