FINANCIAL SOLUTIONS SPECIALIST - CANDON

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Candon; On-site; PHP 180,000 - 300,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. in the Philippines seeks a field sales representative to promote life insurance and investment products to bank customers in Ilocos Sur, Candon. You will build relationships with bank staff, conduct needs analysis, and present suitable financial solutions.

Additionally, you will provide after-sales service, stay updated through training, submit sales reports, and ensure regulatory compliance and customer satisfaction in a dynamic banking-insurance channel.

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.