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Athora

Provides guaranteed savings and pensions products

Klantmanager Consumer

Wealth Management & Financial AdvisoryUpdated on Nov 13
Full-timeAmsterdam, NetherlandsNo salary listedIn-person

About the Job

Responsibilities

  • Actively generate new business in pension accumulation and pension payout products, and manage portfolio development, lead flows, and conversion.
  • Guide participants through important choices during the accumulation and payout phases, and explain complex pension topics clearly and understandably.
  • Identify commercial opportunities involving rollovers, external capital, combining pension pots, and individually supplementing premiums.
  • Build relationships and networks with private customers, financial advisers, e-mediaries, intermediaries, and other distribution partners.
  • Work with Customer Experience & Marketing on outbound campaigns, customer activation, and effective lead follow-up.
  • Identify cross-selling and upselling opportunities throughout the customer lifecycle and collaborate with Employer customer managers where relevant.
  • Record and follow up commercial opportunities in CRM systems, and use customer data and commercial performance information to make interactions more relevant.
  • Identify improvements in customer journeys and work with Operations to ensure smooth customer handovers and an optimal customer experience.
  • Contribute to the continued development of choice guidance and personal, digital, data-driven customer service.

About the Company

Athora

Provides guaranteed savings and pensions products

Athora is a savings and retirement services provider focused on the traditional life and pensions market in Europe. It offers guaranteed savings and pension products designed to protect returns for individuals and corporate customers. The products typically lock in guaranteed or safe returns over the long term, appealing to customers who value security over higher-risk investments. Athora differentiates itself by concentrating on guaranteed, safety-focused retirement savings and building a substantial European footprint (with offices in Belgium, Bermuda, Germany, Ireland, Italy, the Netherlands and the UK) through a growing team of around 2,100 employees. Its goal is to become a leading provider of guaranteed savings and pensions in Europe.

Company size
501-1,000
Company stage
Debt Financing
Total funding
$5.1B
Headquarters
Hamilton, Bermuda
Founded
2014

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