FINANCIAL SOLUTIONS SPECIALIST-BATANGAS

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Balayan; On-site; PHP 300,000 - 600,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. is seeking a results-driven sales professional to promote life insurance and investment products through bank partnerships. You will build strong relationships with bank staff and conduct thorough financial needs analyses to tailor solutions for clients.

Responsibilities include after-sales service, reporting, and ensuring compliance with regulations. Training sessions and product briefings will help you stay informed and competitive in this role.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Sales experience

Customer relations

Financial advisory

Job description

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.

Job summary

If you’re driven, people-oriented, and passionate, this role lets you build a rewarding career with unlimited earning potential.