Financial Solutions Specialist (CDO-Lapasan)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Cagayan de Oro; On-site; PHP 350,000 - 550,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. seeks a proactive sales professional to promote life insurance and investment products to bank customers.

You will build strong relationships with bank staff to generate referrals and analyze clients’ financial needs to tailor suitable solutions. Responsibilities include providing after-sales service, attending product trainings, and delivering accurate sales reports while ensuring full regulatory compliance.

Qualifications

• Experience selling life insurance and investment products.
• Ability to build referrals from bank staff.
• Proficient in financial needs analysis.
• Provide after-sales service and retention focus.
• Compliance with regulations and company policies.
• Willingness to attend regular training.

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

Sales

Relationship building

Needs analysis

Regulatory compliance

Customer service

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.