Financial Solutions Specialist (Davao)

Allianz PNB Life Insurance, Inc. (formerly PNB Life Insurance Inc.); Davao City; Vor Ort; PHP 300.000 - 550.000; Vollzeit

Zusammenfassung

Allianz PNB Life Insurance, Inc. seeks a dynamic sales professional to promote and sell life insurance and investment solutions to bank customers in the Philippines. You will build strong relationships with bank staff to generate referrals, and perform financial needs analyses to tailor suitable plans.

After-sales service and ongoing training ensure customer satisfaction and compliance. The role requires regular reporting of sales forecasts and adherence to regulatory guidelines, contributing to

Aufgaben

• 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.

Jobbeschreibung

• 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.