Strategies for financial advisors to establish long-term retirement savings.
In the insurance industry, Jörg Arnold has carved out an impressive career, with notable positions at the German Doctors' Insurance, Axa Group, and currently, the Swiss Life Group.
Jörg Arnold joined the then Colonia Versicherung (now Axa Group) in 1991 as an assistant to the chairman of the board. He then ascended to the role of sales director for the German Doctors' Insurance in 2001, before moving on to manage the global life insurance business at the Axa Group in Paris from 2014. In 2010, he became the chairman of the German Doctors' Insurance, and since July 2017, he has served as the Germany CEO and a member of the management board of the Swiss Life Group.
The advisory service, a key aspect of Arnold's tenure, plays a pivotal role in the insurance sector. It addresses the need for guidance that many people require when navigating the complex world of financial products. People need advice to understand how financial security supports their life planning, and the advisory service provides this accompaniment during the process.
The advisory service is instrumental in increasing interest in financial products. It is also crucial in ensuring that retirement provision is not overwhelming for many people, promoting sustainable developments, and helping people gain certainty that they are not taking on unwanted risks. Furthermore, it aids in informing people about financial product offers by experts and ensures that retirement provision fits the individual needs of people.
Recent market research by the research institute YouGov reveals that about half of the younger generation considers sustainability to be one of the most important aspects of their personal provision. The advisory service, with its focus on resource conservation and social justice, aligns with this trend, aiming to create a more sustainable society.
Executives in large insurance and financial groups, such as Axa and Swiss Life, often incorporate sustainability by aligning retirement and financial products with Environmental, Social, and Governance (ESG) criteria, promoting green investments, and encouraging long-term responsible investment strategies. However, specific details about Jörg Arnold's personal or professional approach to sustainability in retirement planning and financial advice within the Axa Group and Swiss Life Group are not readily available in the public domain.
Jörg Arnold, with his extensive experience in the insurance and finance sector, has reformed the advisory service within the Swiss Life Group, providing personalized wealth-management and personal-finance guidance for people navigating complex financial products. This advisory service is not only instrumental in increasing interest in financial products but also helps individuals create a retirement plan while ensuring sustainability, aligning with the growing trend among the younger generation who prioritize sustainability in their personal provision.
