Financial Solutions Specialist (Bayugan)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Bayugan; On-site; PHP 279,000 - 502,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. seeks a field sales professional to actively promote and sell life insurance and investment products to bank customers, building trusted relationships across banking staff to generate referrals.

You will conduct financial needs analyses to tailor suitable solutions, deliver after-sales service to ensure satisfaction and retention, participate in training, and prepare reports and forecasts for management while adhering to regulatory guidelines.

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.

Skills

Banking sales

Relationship building

Needs analysis

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.