Neil A. Robertson

Value Proposition Development of capital market-oriented insurance solutions (Track record: PrivateFinancePolice, Allvest, InvestFlex Green, KomfortDynamik). Responsibility for the Allianz Leben TopFonds-Universe (fund analysis & selection, portfolio building and rebate agreements). Customer centricity is essential for me: Enthusiastic customers are my motivation. I like to develop products just as I would like to buy them myself. Thinking out of the box and driving change is very typical for me.

Sustainability Management Intercultural Management Marketing Management (Value Proportion Management and Diagnostic procedures)

Responsible project manager of various product launches - e.g.: - Vorsorgekonzept Perspektive - Vorsorgekonzept-Portfolio, - IndexSelect Relaunch, - WealthImpulse ("VermögensImpuls"), - InvestFlex - Deputy project manager for KomfortDynamik Active participation in finding a solution based on different methods (e.g. business model canvas, B2B-/B2C-Surveys/panels, crowd testing). I also actively accompanied the product rollout in the form of speeches and presentations. Motto: Leaving the ivory tower.

Strategy development and implementation for the private customer business, project and program management Project manager HNWI project (focussing on various distribution channels like tied agents, banks and IFAs). Lectures at trade fairs and congresses and speeches at sales events. Pricing of higher volume life insurance business. Support of sales cooperation projects.

Responsibility development & implementation of the product selection process for unit linked pension solutions. Responsibility for different product portfolios (e.g. PrivatRente/ RiesterRente/BasisRente). Joint product development with various life insurers and mutual fund companies (guarantee mechanisms like e.g. Variable Annuities, Unit-linked annuity phase). Responsible for the implementation of the VVG reform on the product side. 3rd Level support for the sales teams and speeches at B2B/B2C events.

Beratung und Betreuung von Unternehmen, Freiberuflern und Geschäftsführern hinsichtlich Pension Retirement Solutions und sozialversicherungsrechtlicher Beurteilung

Strategic Management / Change Management / Innovation Management

Rechnungswesen/Controlling und Steuerlehre