Sales Financial Intermediaries
Pubblicato il 02-10-2026 - Generali in Milano
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