Financial Solutions Specialist (Alabang)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Muntinlupa; On-site; PHP 400,000 - 600,000; Full time

Job summary

A leading insurance company in the Philippines is seeking dedicated individuals to promote and sell life insurance and investment products. Responsibilities include building bank relationships, conducting financial analysis, and ensuring customer satisfaction. Ideal candidates will be proactive, customer-oriented, and committed to ongoing training and compliance with regulatory guidelines. This is a great opportunity for those looking to advance in the insurance industry.

Responsibilities

• 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.

Job description

• 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.