Financial Solutions Specialist (Coron)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Coron; On-site; PHP 300,000 - 540,000; Full time

Job summary

Allianz PNB Life Insurance, Inc. actively promotes and sells life insurance and investment products to bank customers.

You will build and maintain relationships with bank staff to generate referrals and leads, and conduct financial needs analysis to recommend suitable financial solutions. Additionally, you will provide after-sales service to ensure customer satisfaction and retention, attend regular training sessions to stay updated, and prepare sales reports and forecasts for management while

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.