Financial Solutions Advisor - Life Insurance & Investments

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Davao City; Sur place; PHP 300 000 - 550 000; Plein temps

Résumé du poste

Allianz PNB Life Insurance, Inc. seeks a dynamic sales professional to promote and sell life insurance and investment solutions to bank customers in the Philippines. You will build strong relationships with bank staff to generate referrals, and perform financial needs analyses to tailor suitable plans.

After-sales service and ongoing training ensure customer satisfaction and compliance. The role requires regular reporting of sales forecasts and adherence to regulatory guidelines, contributing to

Responsabilités

• Actively promote and sell life insurance and investment products to bank customers.
• Build and maintain relationships with bank staff to generate referrals and leads.
• Conduct financial needs analysis to recommend suitable financial solutions.
• Provide after-sales service and ensure customer satisfaction and retention.
• Attend regular training sessions and product briefings to stay updated.
• Prepare and submit sales reports and forecasts to management.
• Ensure compliance with regulatory guidelines and company policies.

Description du poste

Allianz PNB Life Insurance, Inc. seeks a dynamic sales professional to promote and sell life insurance and investment solutions to bank customers in the Philippines. You will build strong relationships with bank staff to generate referrals, and perform financial needs analyses to tailor suitable plans.

After-sales service and ongoing training ensure customer satisfaction and compliance. The role requires regular reporting of sales forecasts and adherence to regulatory guidelines, contributing to