Financial Solutions Specialist (Cadiz)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Cadiz; On-site; PHP 240,000 - 420,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. in Cadiz, Negros Occidental is seeking a sales professional to actively promote and sell life insurance and investment products to bank customers, while building strong relationships with bank staff to generate referrals.

You will conduct financial needs analysis to recommend suitable financial solutions, provide after-sales service to ensure customer satisfaction and retention, attend regular trainings to stay updated, and prepare sales reports and forecasts for

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.