Financial Solutions Specialist (Bayawan)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Bayawan; On-site; PHP 180,000 - 320,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. is seeking sales professionals to promote and sell life insurance and investment products to bank customers.

You will build and maintain relationships with bank staff to generate referrals and leads, conduct financial needs analysis, and recommend suitable financial solutions. You will provide after-sales service and stay updated through regular training sessions and product briefings, and you will prepare reports and forecasts to management in compliance with

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.